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 | $61,383 | $88,672-30.8% | $105,223-41.7% | $82,448-25.5% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,129 | $3,048-62.9% | $3,689-69.4% | $2,551-55.7% |
| Participant deferral / active EE | $2,500 | $4,036-38.1% | $5,072-50.7% | $4,139-39.6% |
| Admin fee / account holder | $3,917 | $7,146-45.2% | $8,859-55.8% | $7,234-45.9% |