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 | $58,049 | $84,233-31.1% | $170,436-65.9% | $70,131-17.2% |
| Participation rate | 49.3% | 70.8%-21.5pp | 83.6%-34.3pp | 69.5%-20.2pp |
| Annual return | 20.79% | 23.06%-2.3pp | 205.94%-185.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,950 | $3,387-42.4% | $5,433-64.1% | $2,342-16.7% |
| Participant deferral / active EE | $3,996 | $3,086+29.5% | $4,939-19.1% | $3,332+19.9% |
| Admin fee / account holder | $4,247 | $5,698-25.5% | $13,880-69.4% | $4,645-8.6% |