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 | $54,130 | $84,953-36.3% | $163,379-66.9% | $82,637-34.5% |
| Participation rate | 52.5% | 65.9%-13.4pp | 76.8%-24.3pp | 68.1%-15.5pp |
| Annual return | 20.36% | 23.07%-2.7pp | 63.41%-43.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $977 | $2,183-55.3% | $3,752-74.0% | $2,552-61.7% |
| Participant deferral / active EE | $2,241 | $4,326-48.2% | $6,282-64.3% | $4,126-45.7% |
| Admin fee / account holder | $1,891 | $7,921-76.1% | $9,818-80.7% | $7,339-74.2% |