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 | $52,647 | $54,573-3.5% | $90,965-42.1% | $73,493-28.4% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 70.7%-16.3pp |
| Annual return | 19.02% | 16.69%+2.3pp | 134.57%-115.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $699 | $991-29.5% | $2,122-67.1% | $2,270-69.2% |
| Participant deferral / active EE | $1,958 | $2,517-22.2% | $3,373-41.9% | $3,740-47.6% |
| Admin fee / account holder | $1,620 | $521+210.7% | $5,960-72.8% | $513+215.7% |