Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,716 | $81,504-20.6% | $102,437-36.8% | $80,959-20.1% |
| Participation rate | 61.9% | 66.9%-4.9pp | 74.5%-12.6pp | 67.7%-5.8pp |
| Annual return | 11.46% | 25.60%-14.1pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,388 | $3,104-23.0% | $3,871-38.3% | $2,757-13.4% |
| Participant deferral / active EE | $5,458 | $3,871+41.0% | $5,060+7.9% | $4,300+26.9% |
| Admin fee / account holder | $3,054 | $6,719-54.6% | $8,388-63.6% | $6,925-55.9% |