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 | $72,471-32.4% | $94,215-48.0% | $86,983-43.7% |
| Participation rate | 60.4% | 63.9%-3.5pp | 70.0%-9.6pp | 69.5%-9.2pp |
| Annual return | 15.69% | 26.44%-10.8pp | 28.22%-12.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,027 | $1,936+4.7% | $2,675-24.2% | $2,584-21.6% |
| Participant deferral / active EE | $3,081 | $3,397-9.3% | $4,276-27.9% | $4,194-26.5% |
| Admin fee / account holder | $440 | $6,468-93.2% | $10,216-95.7% | $7,856-94.4% |