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 | $58,450 | $81,331-28.1% | $155,534-62.4% | $80,935-27.8% |
| Participation rate | 54.4% | 66.3%-11.9pp | 78.2%-23.8pp | 67.7%-13.3pp |
| Annual return | 14.67% | 33.37%-18.7pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,291 | $3,105-58.4% | $4,675-72.4% | $2,757-53.2% |
| Participant deferral / active EE | $3,569 | $3,454+3.3% | $5,630-36.6% | $4,299-17.0% |
| Admin fee / account holder | $5,272 | $7,999-34.1% | $15,900-66.8% | $6,924-23.9% |