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 | $58,077 | $75,807-23.4% | $116,096-50.0% | $86,983-33.2% |
| Participation rate | 48.0% | 66.9%-18.9pp | 73.3%-25.3pp | 69.5%-21.5pp |
| Annual return | 15.85% | 18.57%-2.7pp | 326.25%-310.4pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,401 | $1,892+26.9% | $2,503-4.1% | $2,584-7.1% |
| Participant deferral / active EE | $2,779 | $3,212-13.5% | $3,952-29.7% | $4,194-33.7% |
| Admin fee / account holder | $4,410 | $6,659-33.8% | $7,704-42.8% | $7,856-43.9% |