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 | $58,197 | $69,977-16.8% | $108,582-46.4% | $62,881-7.4% |
| Participation rate | 56.8% | 72.9%-16.1pp | 79.6%-22.8pp | 69.3%-12.5pp |
| Annual return | 7.74% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $639 | $2,135-70.1% | $3,758-83.0% | $2,281-72.0% |
| Participant deferral / active EE | $1,753 | $3,165-44.6% | $4,311-59.3% | $3,203-45.3% |
| Admin fee / account holder | $1,657 | $5,076-67.4% | $7,645-78.3% | $4,296-61.4% |