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 | $57,342 | $78,423-26.9% | $95,964-40.2% | $79,856-28.2% |
| Participation rate | 53.5% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 13.90% | 19.37%-5.5pp | 91.64%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $979 | $1,945-49.7% | $2,541-61.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,966 | $3,440-42.9% | $4,167-52.8% | $3,741-47.4% |
| Admin fee / account holder | $1,068 | $5,622-81.0% | $6,797-84.3% | $5,306-79.9% |