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 | $62,275 | $77,472-19.6% | $100,392-38.0% | $80,935-23.1% |
| Participation rate | 62.5% | 76.9%-14.4pp | 81.5%-19.0pp | 67.7%-5.2pp |
| Annual return | 15.91% | 37.26%-21.4pp | 49.45%-33.5pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,856 | $2,800+37.7% | $3,941-2.2% | $2,757+39.9% |
| Participant deferral / active EE | $8,603 | $6,818+26.2% | $8,090+6.3% | $4,299+100.1% |
| Admin fee / account holder | $3,265 | $5,885-44.5% | $7,904-58.7% | $6,924-52.9% |