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 | $74,171 | $106,864-30.6% | $147,318-49.7% | $82,637-10.2% |
| Participation rate | 53.8% | 75.5%-21.7pp | 82.1%-28.2pp | 68.1%-14.2pp |
| Annual return | 18.98% | 27.49%-8.5pp | 70.43%-51.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,486 | $3,417-56.5% | $4,593-67.6% | $2,552-41.8% |
| Participant deferral / active EE | $5,742 | $6,496-11.6% | $7,906-27.4% | $4,126+39.2% |
| Admin fee / account holder | $1,993 | $8,415-76.3% | $13,708-85.5% | $7,339-72.8% |