Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,083 | $75,807-18.1% | $116,096-46.5% | $86,983-28.6% |
| Participation rate | 48.9% | 66.9%-18.0pp | 73.3%-24.5pp | 69.5%-20.7pp |
| Annual return | 17.23% | 18.57%-1.3pp | 326.25%-309.0pp | 25.83%-8.6pp |
| Employer contribution / active EE | $468 | $1,892-75.3% | $2,503-81.3% | $2,584-81.9% |
| Participant deferral / active EE | $1,346 | $3,212-58.1% | $3,952-65.9% | $4,194-67.9% |
| Admin fee / account holder | $1,964 | $6,659-70.5% | $7,704-74.5% | $7,856-75.0% |