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 | $50,690 | $63,365-20.0% | $91,994-44.9% | $72,975-30.5% |
| Participation rate | 44.2% | 72.5%-28.3pp | 78.6%-34.4pp | 69.5%-25.3pp |
| Annual return | 25.28% | 35.35%-10.1pp | 69.04%-43.8pp | 81.01%-55.7pp |
| Employer contribution / active EE | $381 | $2,116-82.0% | $3,453-89.0% | $2,440-84.4% |
| Participant deferral / active EE | $2,527 | $4,883-48.3% | $5,924-57.3% | $3,608-30.0% |
| Admin fee / account holder | $3,663 | $4,670-21.5% | $7,744-52.7% | $5,124-28.5% |