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 | $55,195 | $77,901-29.1% | $149,717-63.1% | $75,181-26.6% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 15.78% | 31.73%-15.9pp | 134.41%-118.6pp | 160.69%-144.9pp |
| Employer contribution / active EE | $1,571 | $3,137-49.9% | $4,820-67.4% | $2,671-41.2% |
| Participant deferral / active EE | $3,624 | $3,411+6.2% | $5,682-36.2% | $4,126-12.2% |
| Admin fee / account holder | $2,260 | $5,949-62.0% | $13,213-82.9% | $5,650-60.0% |