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 | $59,070 | $81,504-27.5% | $102,437-42.3% | $80,959-27.0% |
| Participation rate | 41.2% | 66.9%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 18.21% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $854 | $3,104-72.5% | $3,871-77.9% | $2,757-69.0% |
| Participant deferral / active EE | $3,012 | $3,871-22.2% | $5,060-40.5% | $4,300-30.0% |
| Admin fee / account holder | $5,274 | $6,719-21.5% | $8,388-37.1% | $6,925-23.8% |