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 | $48,966 | $69,444-29.5% | $92,985-47.3% | $87,485-44.0% |
| Participation rate | 60.4% | 63.3%-2.9pp | 69.5%-9.1pp | 68.9%-8.6pp |
| Annual return | 15.69% | 23.85%-8.2pp | 27.99%-12.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,027 | $1,917+5.7% | $2,662-23.9% | $2,596-21.9% |
| Participant deferral / active EE | $3,081 | $3,364-8.4% | $4,377-29.6% | $4,274-27.9% |
| Admin fee / account holder | $440 | $6,137-92.8% | $9,463-95.3% | $7,775-94.3% |