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 | $61,079 | $59,440+2.8% | $78,004-21.7% | $82,637-26.1% |
| Participation rate | 49.4% | 62.8%-13.4pp | 69.4%-20.0pp | 68.1%-18.6pp |
| Annual return | 15.68% | 40.24%-24.6pp | 31.07%-15.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,379 | $1,750-21.2% | $2,469-44.2% | $2,552-46.0% |
| Participant deferral / active EE | $1,908 | $3,138-39.2% | $4,092-53.4% | $4,126-53.7% |
| Admin fee / account holder | $5,589 | $5,504+1.5% | $7,578-26.2% | $7,339-23.8% |