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 | $53,975 | $67,602-20.2% | $82,312-34.4% | $70,126-23.0% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 12.46% | 21.57%-9.1pp | 25.88%-13.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $521 | $1,755-70.3% | $2,428-78.5% | $2,343-77.8% |
| Participant deferral / active EE | $1,394 | $2,987-53.3% | $3,706-62.4% | $3,332-58.2% |
| Admin fee / account holder | $1,462 | $4,512-67.6% | $5,608-73.9% | $4,645-68.5% |