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 | $58,994 | $89,532-34.1% | $103,447-43.0% | $80,925-27.1% |
| Participation rate | 63.6% | 76.0%-12.4pp | 80.5%-16.9pp | 67.7%-4.0pp |
| Annual return | 20.30% | 22.80%-2.5pp | 23.92%-3.6pp | 35.65%-15.3pp |
| Employer contribution / active EE | $1,745 | $4,023-56.6% | $4,678-62.7% | $2,756-36.7% |
| Participant deferral / active EE | $5,479 | $5,459+0.4% | $6,624-17.3% | $4,299+27.5% |
| Admin fee / account holder | $5,642 | $6,774-16.7% | $9,415-40.1% | $6,940-18.7% |