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 | $55,846 | $58,851-5.1% | $115,170-51.5% | $72,975-23.5% |
| Participation rate | 31.3% | 65.5%-34.3pp | 75.9%-44.7pp | 69.5%-38.2pp |
| Annual return | 17.31% | 23.16%-5.8pp | 35.60%-18.3pp | 81.01%-63.7pp |
| Employer contribution / active EE | $738 | $1,798-59.0% | $3,179-76.8% | $2,440-69.8% |
| Participant deferral / active EE | $1,955 | $2,643-26.0% | $4,169-53.1% | $3,608-45.8% |
| Admin fee / account holder | $1,050 | $6,370-83.5% | $7,089-85.2% | $5,124-79.5% |