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 | $54,196 | $81,276-33.3% | $155,574-65.2% | $80,925-33.0% |
| Participation rate | 35.9% | 66.2%-30.3pp | 78.2%-42.3pp | 67.7%-31.8pp |
| Annual return | 17.67% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,268 | $3,103-59.1% | $4,676-72.9% | $2,756-54.0% |
| Participant deferral / active EE | $3,600 | $3,453+4.3% | $5,629-36.1% | $4,299-16.3% |
| Admin fee / account holder | $3,850 | $7,993-51.8% | $15,914-75.8% | $6,940-44.5% |