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 | $61,642 | $106,749-42.3% | $145,433-57.6% | $82,448-25.2% |
| Participation rate | 55.2% | 75.6%-20.5pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 17.85% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,482 | $3,444-57.0% | $4,554-67.5% | $2,551-41.9% |
| Participant deferral / active EE | $4,027 | $6,519-38.2% | $7,897-49.0% | $4,139-2.7% |
| Admin fee / account holder | $1,143 | $8,390-86.4% | $13,129-91.3% | $7,234-84.2% |