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 | $67,040 | $112,729-40.5% | $98,716-32.1% | $137,256-51.2% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 17.30% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $710 | $2,725-73.9% | $2,279-68.8% | $4,156-82.9% |
| Participant deferral / active EE | $3,429 | $4,640-26.1% | $4,048-15.3% | $6,407-46.5% |
| Admin fee / account holder | $6,255 | $10,129-38.2% | $8,703-28.1% | $12,270-49.0% |