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 | $60,101 | $76,367-21.3% | $93,614-35.8% | $72,983-17.7% |
| Participation rate | 64.2% | 71.7%-7.5pp | 75.8%-11.6pp | 69.5%-5.3pp |
| Annual return | 17.55% | 25.82%-8.3pp | 32.76%-15.2pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,846 | $2,275-18.9% | $2,718-32.1% | $2,440-24.4% |
| Participant deferral / active EE | $3,349 | $3,538-5.4% | $4,069-17.7% | $3,608-7.2% |
| Admin fee / account holder | $822 | $6,838-88.0% | $7,889-89.6% | $5,124-84.0% |