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 | $51,410 | $87,834-41.5% | $133,975-61.6% | $62,881-18.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 87.1%-27.1pp | 69.3%-9.3pp |
| Annual return | 6.66% | 12.05%-5.4pp | 29.29%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,421 | $3,482-59.2% | $5,211-72.7% | $2,281-37.7% |
| Participant deferral / active EE | $2,265 | $4,812-52.9% | $6,282-63.9% | $3,203-29.3% |
| Admin fee / account holder | $2,240 | $5,372-58.3% | $9,324-76.0% | $4,296-47.9% |