Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,310 | $106,749-41.6% | $145,433-57.2% | $82,448-24.4% |
| Participation rate | 68.2% | 75.6%-7.5pp | 82.1%-13.9pp | 68.1%+0.1pp |
| Annual return | 15.84% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,450 | $3,444-28.9% | $4,554-46.2% | $2,551-4.0% |
| Participant deferral / active EE | $5,036 | $6,519-22.8% | $7,897-36.2% | $4,139+21.7% |
| Admin fee / account holder | $12,341 | $8,390+47.1% | $13,129-6.0% | $7,234+70.6% |