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 | $66,059 | $106,524-38.0% | $152,301-56.6% | $87,485-24.5% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.4%-28.3pp | 68.9%-14.8pp |
| Annual return | 26.32% | 26.89%-0.6pp | 80.50%-54.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,259 | $3,371-62.7% | $4,624-72.8% | $2,596-51.5% |
| Participant deferral / active EE | $5,497 | $6,525-15.8% | $8,004-31.3% | $4,274+28.6% |
| Admin fee / account holder | $12,233 | $8,287+47.6% | $14,398-15.0% | $7,775+57.3% |