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 | $63,273 | $69,273-8.7% | $90,796-30.3% | $82,637-23.4% |
| Participation rate | 19.0% | 64.0%-45.0pp | 69.5%-50.4pp | 68.1%-49.0pp |
| Annual return | 19.54% | 18.37%+1.2pp | 19.29%+0.2pp | 53.51%-34.0pp |
| Employer contribution / active EE | $433 | $1,865-76.8% | $2,294-81.1% | $2,552-83.0% |
| Participant deferral / active EE | $1,418 | $3,047-53.5% | $3,822-62.9% | $4,126-65.6% |
| Admin fee / account holder | $585 | $5,511-89.4% | $7,024-91.7% | $7,339-92.0% |