Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,654 | $136,860-56.4% | $120,344-50.4% | $154,746-61.5% |
| Participation rate | 64.3% | 79.9%-15.6pp | 76.7%-12.4pp | 80.7%-16.4pp |
| Annual return | 17.22% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,947 | $3,533-44.9% | $3,020-35.5% | $4,379-55.5% |
| Participant deferral / active EE | $6,177 | $5,793+6.6% | $5,135+20.3% | $6,730-8.2% |
| Admin fee / account holder | $4,300 | $15,393-72.1% | $12,742-66.3% | $14,365-70.1% |