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 | $71,230 | $106,524-33.1% | $152,301-53.2% | $87,485-18.6% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 17.34% | 26.89%-9.5pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $3,840 | $3,371+13.9% | $4,624-17.0% | $2,596+47.9% |
| Participant deferral / active EE | $4,251 | $6,525-34.8% | $8,004-46.9% | $4,274-0.5% |
| Admin fee / account holder | $7,426 | $8,287-10.4% | $14,398-48.4% | $7,775-4.5% |