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 | $61,669 | $80,763-23.6% | $102,412-39.8% | $74,459-17.2% |
| Participation rate | 45.1% | 65.7%-20.5pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 11.60% | 27.57%-16.0pp | 24.94%-13.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,197 | $3,160-62.1% | $3,870-69.1% | $2,626-54.4% |
| Participant deferral / active EE | $2,881 | $3,862-25.4% | $5,060-43.1% | $4,350-33.8% |
| Admin fee / account holder | $2,477 | $2,371+4.5% | $8,388-70.5% | $1,945+27.4% |