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 | $50,263 | $76,551-34.3% | $123,894-59.4% | $62,881-20.1% |
| Participation rate | 52.1% | 73.0%-20.9pp | 81.4%-29.4pp | 69.3%-17.2pp |
| Annual return | 6.72% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,347 | $2,882+16.1% | $4,617-27.5% | $2,281+46.7% |
| Participant deferral / active EE | $8,615 | $4,840+78.0% | $5,984+44.0% | $3,203+169.0% |
| Admin fee / account holder | $4,254 | $4,826-11.9% | $8,357-49.1% | $4,296-1.0% |