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 | $59,473 | $55,902+6.4% | $76,030-21.8% | $80,959-26.5% |
| Participation rate | 32.3% | 62.1%-29.8pp | 69.1%-36.8pp | 67.7%-35.4pp |
| Annual return | 15.31% | 20.59%-5.3pp | 361.54%-346.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $405 | $1,867-78.3% | $2,688-84.9% | $2,757-85.3% |
| Participant deferral / active EE | $2,305 | $3,051-24.5% | $4,257-45.9% | $4,300-46.4% |
| Admin fee / account holder | $3,984 | $5,239-24.0% | $6,421-38.0% | $6,925-42.5% |