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 | $56,994 | $64,920-12.2% | $103,693-45.0% | $86,983-34.5% |
| Participation rate | 46.5% | 63.6%-17.1pp | 72.6%-26.2pp | 69.5%-23.1pp |
| Annual return | 16.75% | 30.29%-13.5pp | 47.61%-30.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,198 | $2,141-44.0% | $2,920-59.0% | $2,584-53.6% |
| Participant deferral / active EE | $2,523 | $3,241-22.1% | $4,579-44.9% | $4,194-39.8% |
| Admin fee / account holder | $5,047 | $6,191-18.5% | $7,858-35.8% | $7,856-35.8% |