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 | $68,266 | $76,551-10.8% | $123,894-44.9% | $62,881+8.6% |
| Participation rate | 43.5% | 73.0%-29.5pp | 81.4%-37.9pp | 69.3%-25.8pp |
| Annual return | 7.00% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,121 | $2,882-61.1% | $4,617-75.7% | $2,281-50.8% |
| Participant deferral / active EE | $3,324 | $4,840-31.3% | $5,984-44.5% | $3,203+3.8% |
| Admin fee / account holder | $3,996 | $4,826-17.2% | $8,357-52.2% | $4,296-7.0% |