Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,450 | $77,814-15.9% | $158,223-58.6% | $86,983-24.8% |
| Participation rate | 36.5% | 68.4%-31.9pp | 79.2%-42.7pp | 69.5%-33.0pp |
| Annual return | 14.55% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $681 | $2,592-73.7% | $4,109-83.4% | $2,584-73.7% |
| Participant deferral / active EE | $1,715 | $3,270-47.5% | $5,467-68.6% | $4,194-59.1% |
| Admin fee / account holder | $1,196 | $5,879-79.6% | $16,047-92.5% | $7,856-84.8% |