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 | $25,591 | $43,075-40.6% | $74,577-65.7% | $62,881-59.3% |
| Participation rate | 55.3% | 58.1%-2.7pp | 68.1%-12.8pp | 69.3%-14.0pp |
| Annual return | 45.43% | 17.50%+27.9pp | 20.47%+25.0pp | 20.14%+25.3pp |
| Employer contribution / active EE | $372 | $1,498-75.1% | $2,525-85.3% | $2,281-83.7% |
| Participant deferral / active EE | $3,014 | $2,389+26.1% | $3,458-12.8% | $3,203-5.9% |
| Admin fee / account holder | $661 | $2,840-76.7% | $4,138-84.0% | $4,296-84.6% |