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 | $61,521 | $58,848+4.5% | $88,179-30.2% | $82,637-25.6% |
| Participation rate | 48.2% | 57.9%-9.7pp | 69.1%-20.9pp | 68.1%-19.8pp |
| Annual return | 14.57% | 22.76%-8.2pp | 64.97%-50.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,141 | $1,678-32.0% | $2,549-55.2% | $2,552-55.3% |
| Participant deferral / active EE | $2,329 | $3,124-25.4% | $4,614-49.5% | $4,126-43.5% |
| Admin fee / account holder | $892 | $4,795-81.4% | $7,673-88.4% | $7,339-87.8% |