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 | $63,306 | $67,606-6.4% | $82,313-23.1% | $70,124-9.7% |
| Participation rate | 56.4% | 72.8%-16.4pp | 76.9%-20.5pp | 69.5%-13.2pp |
| Annual return | 16.59% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,614 | $1,755-8.0% | $2,428-33.5% | $2,342-31.1% |
| Participant deferral / active EE | $3,571 | $2,987+19.5% | $3,706-3.6% | $3,332+7.2% |
| Admin fee / account holder | $6,846 | $4,512+51.7% | $5,608+22.1% | $4,645+47.4% |