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 | $46,577 | $77,358-39.8% | $102,184-54.4% | $87,485-46.8% |
| Participation rate | 67.9% | 78.7%-10.8pp | 82.6%-14.7pp | 68.9%-1.1pp |
| Annual return | 22.47% | 41.11%-18.6pp | 31.58%-9.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,778 | $2,562-30.6% | $3,594-50.5% | $2,596-31.5% |
| Participant deferral / active EE | $4,993 | $6,753-26.1% | $8,309-39.9% | $4,274+16.8% |
| Admin fee / account holder | $1,668 | $6,809-75.5% | $11,609-85.6% | $7,775-78.5% |