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 | $51,628 | $101,795-49.3% | $165,100-68.7% | $80,959-36.2% |
| Participation rate | 67.9% | 71.8%-4.0pp | 78.6%-10.8pp | 67.7%+0.2pp |
| Annual return | 15.67% | 16.73%-1.1pp | 70.21%-54.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $3,749 | $2,954+26.9% | $4,348-13.8% | $2,757+36.0% |
| Participant deferral / active EE | $8,022 | $4,476+79.2% | $6,035+32.9% | $4,300+86.5% |
| Admin fee / account holder | $5,019 | $8,221-38.9% | $12,696-60.5% | $6,925-27.5% |