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 | $61,373 | $59,440+3.3% | $78,004-21.3% | $82,637-25.7% |
| Participation rate | 32.5% | 62.8%-30.3pp | 69.4%-36.9pp | 68.1%-35.6pp |
| Annual return | 14.32% | 40.24%-25.9pp | 31.07%-16.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $515 | $1,750-70.6% | $2,469-79.2% | $2,552-79.8% |
| Participant deferral / active EE | $1,985 | $3,138-36.8% | $4,092-51.5% | $4,126-51.9% |
| Admin fee / account holder | $1,057 | $5,504-80.8% | $7,578-86.0% | $7,339-85.6% |