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 | $55,179 | $76,551-27.9% | $123,894-55.5% | $62,881-12.2% |
| Participation rate | 61.2% | 73.0%-11.8pp | 81.4%-20.2pp | 69.3%-8.1pp |
| Annual return | 9.42% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,746 | $2,882-39.4% | $4,617-62.2% | $2,281-23.4% |
| Participant deferral / active EE | $2,879 | $4,840-40.5% | $5,984-51.9% | $3,203-10.1% |
| Admin fee / account holder | $492 | $4,826-89.8% | $8,357-94.1% | $4,296-88.6% |