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 | $52,093 | $65,395-20.3% | $182,540-71.5% | $72,975-28.6% |
| Participation rate | 50.5% | 65.4%-14.9pp | 78.0%-27.5pp | 69.5%-19.0pp |
| Annual return | 24.49% | 27.68%-3.2pp | 148.58%-124.1pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,314 | $1,911-31.3% | $4,076-67.8% | $2,440-46.2% |
| Participant deferral / active EE | $2,580 | $3,563-27.6% | $5,525-53.3% | $3,608-28.5% |
| Admin fee / account holder | $688 | $4,245-83.8% | $8,593-92.0% | $5,124-86.6% |