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 | $51,573 | $81,276-36.5% | $155,574-66.8% | $80,925-36.3% |
| Participation rate | 62.2% | 66.2%-4.0pp | 78.2%-16.0pp | 67.7%-5.4pp |
| Annual return | 17.79% | 33.36%-15.6pp | 64.87%-47.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,156 | $3,103-62.8% | $4,676-75.3% | $2,756-58.1% |
| Participant deferral / active EE | $3,316 | $3,453-4.0% | $5,629-41.1% | $4,299-22.9% |
| Admin fee / account holder | $5,836 | $7,993-27.0% | $15,914-63.3% | $6,940-15.9% |