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 | $62,848 | $52,580+19.5% | $71,671-12.3% | $70,126-10.4% |
| Participation rate | 40.4% | 60.9%-20.5pp | 68.7%-28.4pp | 69.5%-29.2pp |
| Annual return | 14.57% | 20.25%-5.7pp | 20.65%-6.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,120 | $1,616-30.7% | $2,460-54.5% | $2,343-52.2% |
| Participant deferral / active EE | $1,737 | $2,386-27.2% | $3,438-49.5% | $3,332-47.9% |
| Admin fee / account holder | $3,701 | $3,653+1.3% | $5,558-33.4% | $4,645-20.3% |