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 | $67,681 | $97,550-30.6% | $120,344-43.8% | $87,485-22.6% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.7%-17.0pp | 68.9%-9.3pp |
| Annual return | 14.06% | 18.41%-4.4pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,537 | $2,291-32.9% | $3,020-49.1% | $2,596-40.8% |
| Participant deferral / active EE | $4,511 | $4,230+6.6% | $5,135-12.2% | $4,274+5.6% |
| Admin fee / account holder | $4,670 | $9,543-51.1% | $12,742-63.4% | $7,775-39.9% |