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 | $50,017 | $108,825-54.0% | $156,181-68.0% | $82,448-39.3% |
| Participation rate | 60.8% | 72.4%-11.6pp | 78.8%-18.0pp | 68.1%-7.3pp |
| Annual return | 45.06% | 20.59%+24.5pp | 64.87%-19.8pp | 41.64%+3.4pp |
| Employer contribution / active EE | $1,122 | $2,870-60.9% | $4,294-73.9% | $2,551-56.0% |
| Participant deferral / active EE | $5,208 | $4,577+13.8% | $6,132-15.1% | $4,139+25.8% |
| Admin fee / account holder | $4,174 | $9,341-55.3% | $14,586-71.4% | $7,234-42.3% |