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 | $49,652 | $78,707-36.9% | $117,861-57.9% | $70,126-29.2% |
| Participation rate | 69.5% | 73.2%-3.7pp | 79.7%-10.2pp | 69.5%0pp |
| Annual return | 17.76% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $610 | $2,223-72.6% | $3,786-83.9% | $2,343-74.0% |
| Participant deferral / active EE | $4,514 | $3,297+36.9% | $4,482+0.7% | $3,332+35.5% |
| Admin fee / account holder | $9,084 | $5,066+79.3% | $8,021+13.3% | $4,645+95.5% |