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 | $54,277 | $75,541-28.1% | $152,093-64.3% | $82,637-34.3% |
| Participation rate | 66.2% | 66.5%-0.4pp | 77.8%-11.6pp | 68.1%-1.9pp |
| Annual return | 19.37% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,110 | $2,622-57.7% | $4,175-73.4% | $2,552-56.5% |
| Participant deferral / active EE | $3,231 | $3,206+0.8% | $5,451-40.7% | $4,126-21.7% |
| Admin fee / account holder | $1,241 | $6,405-80.6% | $14,497-91.4% | $7,339-83.1% |