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 | $60,220 | $58,493+3.0% | $84,021-28.3% | $72,975-17.5% |
| Participation rate | 46.8% | 61.2%-14.4pp | 69.0%-22.2pp | 69.5%-22.7pp |
| Annual return | 19.59% | 28.93%-9.3pp | 71.32%-51.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $388 | $1,163-66.6% | $1,984-80.4% | $2,440-84.1% |
| Participant deferral / active EE | $1,871 | $2,394-21.9% | $3,239-42.2% | $3,608-48.2% |
| Admin fee / account holder | $2,512 | $4,569-45.0% | $6,102-58.8% | $5,124-51.0% |