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 | $76,165 | $95,404-20.2% | $113,397-32.8% | $82,637-7.8% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.5%-22.7pp | 68.1%-14.2pp |
| Annual return | 12.63% | 19.08%-6.4pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,744 | $2,307-24.4% | $2,977-41.4% | $2,552-31.7% |
| Participant deferral / active EE | $3,996 | $4,220-5.3% | $5,076-21.3% | $4,126-3.2% |
| Admin fee / account holder | $18,386 | $9,168+100.5% | $11,957+53.8% | $7,339+150.5% |