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 | $54,234 | $53,774+0.9% | $134,162-59.6% | $79,856-32.1% |
| Participation rate | 51.1% | 58.8%-7.7pp | 72.2%-21.1pp | 69.6%-18.5pp |
| Annual return | 14.37% | 19.01%-4.6pp | 36.35%-22.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $689 | $1,322-47.8% | $3,705-81.4% | $2,471-72.1% |
| Participant deferral / active EE | $2,164 | $2,420-10.6% | $3,500-38.2% | $3,741-42.1% |
| Admin fee / account holder | $892 | $3,985-77.6% | $6,685-86.7% | $5,306-83.2% |