Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,122 | $104,098-39.4% | $140,514-55.1% | $94,015-32.9% |
| Participation rate | 68.4% | 73.7%-5.3pp | 77.8%-9.4pp | 70.8%-2.4pp |
| Annual return | 23.80% | 15.14%+8.7pp | 14.36%+9.4pp | 17.84%+6.0pp |
| Employer contribution / active EE | $1,853 | $2,388-22.4% | $3,378-45.1% | $2,790-33.6% |
| Participant deferral / active EE | $4,013 | $4,033-0.5% | $4,919-18.4% | $4,249-5.6% |
| Admin fee / account holder | $365 | $10,439-96.5% | $13,697-97.3% | $8,951-95.9% |