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 | $68,584 | $106,864-35.8% | $147,318-53.4% | $82,637-17.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 17.36% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,111 | $3,417-67.5% | $4,593-75.8% | $2,552-56.5% |
| Participant deferral / active EE | $2,629 | $6,496-59.5% | $7,906-66.7% | $4,126-36.3% |
| Admin fee / account holder | $5,757 | $8,415-31.6% | $13,708-58.0% | $7,339-21.6% |