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 | $57,065 | $73,978-22.9% | $96,515-40.9% | $75,173-24.1% |
| Participation rate | 55.1% | 66.4%-11.3pp | 74.3%-19.2pp | 67.2%-12.1pp |
| Annual return | 14.81% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,594 | $2,931-45.6% | $3,740-57.4% | $2,671-40.3% |
| Participant deferral / active EE | $2,741 | $3,660-25.1% | $4,880-43.8% | $4,126-33.6% |
| Admin fee / account holder | $2,841 | $5,219-45.6% | $6,735-57.8% | $5,651-49.7% |