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 | $73,918 | $136,860-46.0% | $120,344-38.6% | $154,746-52.2% |
| Participation rate | 59.1% | 79.9%-20.8pp | 76.7%-17.6pp | 80.7%-21.6pp |
| Annual return | 15.07% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,237 | $3,533-65.0% | $3,020-59.1% | $4,379-71.8% |
| Participant deferral / active EE | $5,324 | $5,793-8.1% | $5,135+3.7% | $6,730-20.9% |
| Admin fee / account holder | $3,601 | $15,393-76.6% | $12,742-71.7% | $14,365-74.9% |