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 | $62,358 | $91,559-31.9% | $133,959-53.4% | $79,858-21.9% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.1pp |
| Annual return | 22.57% | 61.85%-39.3pp | 45.09%-22.5pp | 31.72%-9.1pp |
| Employer contribution / active EE | $3,806 | $2,384+59.7% | $3,919-2.9% | $2,471+54.0% |
| Participant deferral / active EE | $6,591 | $3,734+76.5% | $5,047+30.6% | $3,740+76.2% |
| Admin fee / account holder | $2,239 | $6,321-64.6% | $8,928-74.9% | $5,306-57.8% |