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 | $63,970 | $58,057+10.2% | $97,032-34.1% | $86,983-26.5% |
| Participation rate | 52.6% | 60.4%-7.8pp | 71.6%-19.0pp | 69.5%-17.0pp |
| Annual return | 14.89% | 22.26%-7.4pp | 35.38%-20.5pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,739 | $1,663+4.6% | $2,629-33.8% | $2,584-32.7% |
| Participant deferral / active EE | $3,028 | $3,244-6.6% | $4,672-35.2% | $4,194-27.8% |
| Admin fee / account holder | $8,463 | $4,839+74.9% | $9,418-10.1% | $7,856+7.7% |