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 | $63,707 | $93,589-31.9% | $135,942-53.1% | $75,181-15.3% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 30.97% | 30.90%+0.1pp | 68.28%-37.3pp | 160.69%-129.7pp |
| Employer contribution / active EE | $3,030 | $3,537-14.3% | $4,858-37.6% | $2,671+13.5% |
| Participant deferral / active EE | $7,196 | $6,405+12.4% | $7,759-7.2% | $4,126+74.4% |
| Admin fee / account holder | $4,279 | $6,977-38.7% | $10,764-60.2% | $5,650-24.3% |