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 | $71,189 | $59,839+19.0% | $81,991-13.2% | $79,852-10.8% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.3%-23.4pp | 69.6%-23.8pp |
| Annual return | 15.59% | 17.56%-2.0pp | 41.31%-25.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,026 | $1,713-40.1% | $2,498-58.9% | $2,471-58.5% |
| Participant deferral / active EE | $2,748 | $2,695+1.9% | $3,722-26.2% | $3,740-26.5% |
| Admin fee / account holder | $10,823 | $4,287+152.4% | $5,665+91.1% | $5,306+104.0% |