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 | $47,546 | $67,411-29.5% | $91,004-47.8% | $70,126-32.2% |
| Participation rate | 60.5% | 71.4%-10.9pp | 75.6%-15.1pp | 69.5%-9.1pp |
| Annual return | 24.47% | -40.16%+64.6pp | 4.60%+19.9pp | 73.15%-48.7pp |
| Employer contribution / active EE | $615 | $1,786-65.5% | $2,456-74.9% | $2,343-73.7% |
| Participant deferral / active EE | $1,462 | $2,823-48.2% | $3,548-58.8% | $3,332-56.1% |
| Admin fee / account holder | $5,413 | $4,236+27.8% | $5,417-0.1% | $4,645+16.5% |