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 | $65,106 | $57,061+14.1% | $85,063-23.5% | $80,911-19.5% |
| Participation rate | 25.7% | 56.3%-30.7pp | 67.5%-41.8pp | 67.6%-42.0pp |
| Annual return | 12.80% | 21.66%-8.9pp | 66.54%-53.7pp | 35.63%-22.8pp |
| Employer contribution / active EE | $504 | $1,799-72.0% | $2,727-81.5% | $2,756-81.7% |
| Participant deferral / active EE | $923 | $3,110-70.3% | $4,523-79.6% | $4,297-78.5% |
| Admin fee / account holder | $2,567 | $4,986-48.5% | $6,155-58.3% | $6,935-63.0% |