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 | $63,466 | $81,358-22.0% | $155,556-59.2% | $80,959-21.6% |
| Participation rate | 49.0% | 66.3%-17.2pp | 78.2%-29.2pp | 67.7%-18.6pp |
| Annual return | 16.62% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,738 | $3,106-44.1% | $4,675-62.8% | $2,757-37.0% |
| Participant deferral / active EE | $3,240 | $3,455-6.2% | $5,631-42.5% | $4,300-24.7% |
| Admin fee / account holder | $1,293 | $7,994-83.8% | $15,885-91.9% | $6,925-81.3% |