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 | $74,429 | $146,267-49.1% | $197,124-62.2% | $82,448-9.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 86.7%-22.4pp | 68.1%-3.8pp |
| Annual return | 16.25% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,745 | $4,723-63.1% | $6,227-72.0% | $2,551-31.6% |
| Participant deferral / active EE | $5,566 | $7,035-20.9% | $9,135-39.1% | $4,139+34.5% |
| Admin fee / account holder | $11,541 | $14,422-20.0% | $16,298-29.2% | $7,234+59.5% |