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 | $56,916 | $65,364-12.9% | $92,909-38.7% | $72,975-22.0% |
| Participation rate | 58.2% | 68.3%-10.1pp | 76.0%-17.8pp | 69.5%-11.3pp |
| Annual return | 17.38% | 42.11%-24.7pp | 109.44%-92.1pp | 81.01%-63.6pp |
| Employer contribution / active EE | $863 | $2,594-66.7% | $3,653-76.4% | $2,440-64.6% |
| Participant deferral / active EE | $2,103 | $3,128-32.8% | $4,238-50.4% | $3,608-41.7% |
| Admin fee / account holder | $1,657 | $4,251-61.0% | $5,795-71.4% | $5,124-67.7% |