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 | $54,102 | $45,343+19.3% | $150,298-64.0% | $67,986-20.4% |
| Participation rate | 40.1% | 51.9%-11.7pp | 77.8%-37.6pp | 57.2%-17.1pp |
| Annual return | 16.77% | 33.28%-16.5pp | 62.79%-46.0pp | 31.67%-14.9pp |
| Employer contribution / active EE | $937 | $1,462-35.9% | $4,154-77.5% | $2,019-53.6% |
| Participant deferral / active EE | $1,265 | $2,055-38.4% | $5,453-76.8% | $3,358-62.3% |
| Admin fee / account holder | $1,944 | $2,250-13.6% | $14,116-86.2% | $3,203-39.3% |