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 | $50,582 | $86,940-41.8% | $102,434-50.6% | $80,935-37.5% |
| Participation rate | 30.3% | 72.4%-42.1pp | 76.5%-46.2pp | 67.7%-37.4pp |
| Annual return | 20.09% | 18.89%+1.2pp | 29.46%-9.4pp | 35.66%-15.6pp |
| Employer contribution / active EE | $760 | $2,370-67.9% | $3,023-74.8% | $2,757-72.4% |
| Participant deferral / active EE | $1,900 | $4,121-53.9% | $5,055-62.4% | $4,299-55.8% |
| Admin fee / account holder | $3,774 | $8,047-53.1% | $9,462-60.1% | $6,924-45.5% |