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 | $61,005 | $43,496+40.3% | $161,489-62.2% | $64,340-5.2% |
| Participation rate | 48.5% | 53.5%-5.0pp | 78.7%-30.2pp | 55.2%-6.7pp |
| Annual return | 18.34% | 20.76%-2.4pp | 89.72%-71.4pp | 24.14%-5.8pp |
| Employer contribution / active EE | $721 | $1,431-49.6% | $4,268-83.1% | $1,862-61.3% |
| Participant deferral / active EE | $2,262 | $1,996+13.3% | $5,630-59.8% | $2,980-24.1% |
| Admin fee / account holder | $13,516 | $2,330+480.0% | $16,006-15.6% | $3,703+265.1% |