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 | $59,205 | $62,592-5.4% | $85,709-30.9% | $85,847-31.0% |
| Participation rate | 51.0% | 61.1%-10.1pp | 69.9%-18.9pp | 69.3%-18.3pp |
| Annual return | 15.10% | 23.77%-8.7pp | 21.49%-6.4pp | 318.61%-303.5pp |
| Employer contribution / active EE | $653 | $1,755-62.8% | $2,619-75.1% | $2,565-74.5% |
| Participant deferral / active EE | $1,835 | $2,802-34.5% | $3,924-53.2% | $3,952-53.6% |
| Admin fee / account holder | $1,284 | $4,643-72.3% | $6,876-81.3% | $6,261-79.5% |