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 | $53,290 | $110,278-51.7% | $95,740-44.3% | $139,466-61.8% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.37% | 27.19%-5.8pp | 28.41%-7.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,519 | $3,260-53.4% | $2,836-46.4% | $4,754-68.1% |
| Participant deferral / active EE | $3,383 | $4,674-27.6% | $4,244-20.3% | $6,712-49.6% |
| Admin fee / account holder | $7,379 | $6,613+11.6% | $5,676+30.0% | $11,409-35.3% |