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 | $48,210 | $57,140-15.6% | $85,240-43.4% | $80,959-40.5% |
| Participation rate | 30.9% | 56.4%-25.5pp | 67.5%-36.6pp | 67.7%-36.8pp |
| Annual return | 15.02% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $368 | $1,802-79.6% | $2,735-86.6% | $2,757-86.7% |
| Participant deferral / active EE | $890 | $3,115-71.4% | $4,527-80.3% | $4,300-79.3% |
| Admin fee / account holder | $2,565 | $4,992-48.6% | $6,165-58.4% | $6,925-63.0% |