Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,058 | $101,795-43.9% | $165,100-65.4% | $80,959-29.5% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.7%-4.0pp |
| Annual return | 12.88% | 16.73%-3.9pp | 70.21%-57.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,021 | $2,954+2.3% | $4,348-30.5% | $2,757+9.6% |
| Participant deferral / active EE | $6,656 | $4,476+48.7% | $6,035+10.3% | $4,300+54.8% |
| Admin fee / account holder | $3,489 | $8,221-57.6% | $12,696-72.5% | $6,925-49.6% |