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 | $50,258 | $73,955-32.0% | $96,520-47.9% | $75,181-33.2% |
| Participation rate | 54.9% | 66.4%-11.5pp | 74.3%-19.4pp | 67.2%-12.3pp |
| Annual return | 16.18% | 26.72%-10.5pp | 35.72%-19.5pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,711 | $2,930-41.6% | $3,739-54.2% | $2,671-35.9% |
| Participant deferral / active EE | $4,377 | $3,659+19.6% | $4,879-10.3% | $4,126+6.1% |
| Admin fee / account holder | $6,495 | $5,217+24.5% | $6,733-3.5% | $5,650+15.0% |