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 | $52,871 | $108,825-51.4% | $156,181-66.1% | $82,448-35.9% |
| Participation rate | 62.9% | 72.4%-9.5pp | 78.8%-16.0pp | 68.1%-5.2pp |
| Annual return | 18.53% | 20.59%-2.1pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,068 | $2,870+41.8% | $4,294-5.3% | $2,551+59.5% |
| Participant deferral / active EE | $7,688 | $4,577+68.0% | $6,132+25.4% | $4,139+85.7% |
| Admin fee / account holder | $8,714 | $9,341-6.7% | $14,586-40.3% | $7,234+20.4% |