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 | $65,127 | $101,795-36.0% | $165,100-60.6% | $80,959-19.6% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.7pp | 67.7%+1.3pp |
| Annual return | 16.12% | 16.73%-0.6pp | 70.21%-54.1pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,424 | $2,954-51.8% | $4,348-67.3% | $2,757-48.4% |
| Participant deferral / active EE | $2,610 | $4,476-41.7% | $6,035-56.8% | $4,300-39.3% |
| Admin fee / account holder | $6,285 | $8,221-23.5% | $12,696-50.5% | $6,925-9.2% |