Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,225 | $114,712-55.3% | $173,730-70.5% | $87,485-41.4% |
| Participation rate | 67.7% | 73.0%-5.3pp | 79.6%-11.8pp | 68.9%-1.2pp |
| Annual return | 12.24% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,234 | $2,904-57.5% | $4,577-73.1% | $2,596-52.5% |
| Participant deferral / active EE | $5,343 | $4,642+15.1% | $6,326-15.5% | $4,274+25.0% |
| Admin fee / account holder | $11,391 | $10,210+11.6% | $17,523-35.0% | $7,775+46.5% |