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 | $58,776 | $58,851-0.1% | $115,170-49.0% | $72,975-19.5% |
| Participation rate | 58.2% | 65.5%-7.3pp | 75.9%-17.7pp | 69.5%-11.2pp |
| Annual return | 24.72% | 23.16%+1.6pp | 35.60%-10.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,126 | $1,798+18.3% | $3,179-33.1% | $2,440-12.9% |
| Participant deferral / active EE | $3,625 | $2,643+37.2% | $4,169-13.0% | $3,608+0.5% |
| Admin fee / account holder | $2,255 | $6,370-64.6% | $7,089-68.2% | $5,124-56.0% |