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 | $69,620 | $178,174-60.9% | $156,181-55.4% | $137,256-49.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 16.23% | 84.19%-68.0pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,779 | $4,972-64.2% | $4,294-58.6% | $4,156-57.2% |
| Participant deferral / active EE | $2,599 | $6,888-62.3% | $6,132-57.6% | $6,407-59.4% |
| Admin fee / account holder | $13,142 | $17,404-24.5% | $14,586-9.9% | $12,270+7.1% |