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 | $58,515 | $76,551-23.6% | $123,894-52.8% | $62,881-6.9% |
| Participation rate | 61.0% | 73.0%-12.0pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 11.48% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,299 | $2,882-54.9% | $4,617-71.9% | $2,281-43.0% |
| Participant deferral / active EE | $4,561 | $4,840-5.8% | $5,984-23.8% | $3,203+42.4% |
| Admin fee / account holder | $6,754 | $4,826+40.0% | $8,357-19.2% | $4,296+57.2% |