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 | $50,338 | $103,164-51.2% | $90,259-44.2% | $154,746-67.5% |
| Participation rate | 54.5% | 76.1%-21.5pp | 70.7%-16.2pp | 80.7%-26.2pp |
| Annual return | 16.65% | 19.25%-2.6pp | 18.88%-2.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,717 | $2,532-32.2% | $2,291-25.1% | $4,379-60.8% |
| Participant deferral / active EE | $5,436 | $4,422+22.9% | $3,827+42.1% | $6,730-19.2% |
| Admin fee / account holder | $7,211 | $8,593-16.1% | $7,267-0.8% | $14,365-49.8% |