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 | $50,594 | $51,638-2.0% | $68,368-26.0% | $82,448-38.6% |
| Participation rate | 51.8% | 63.6%-11.8pp | 73.8%-22.0pp | 68.1%-16.3pp |
| Annual return | 18.61% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,088 | $2,047-46.8% | $2,649-58.9% | $2,551-57.3% |
| Participant deferral / active EE | $2,340 | $2,914-19.7% | $4,123-43.2% | $4,139-43.5% |
| Admin fee / account holder | $2,896 | $4,643-37.6% | $5,150-43.8% | $7,234-60.0% |