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 | $56,440 | $81,476-30.7% | $102,383-44.9% | $80,925-30.3% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 18.08% | 25.59%-7.5pp | 24.94%-6.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,920 | $3,105-38.2% | $3,870-50.4% | $2,756-30.3% |
| Participant deferral / active EE | $4,029 | $3,871+4.1% | $5,060-20.4% | $4,299-6.3% |
| Admin fee / account holder | $5,041 | $6,717-25.0% | $8,391-39.9% | $6,940-27.4% |