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 | $63,092 | $123,478-48.9% | $216,567-70.9% | $94,015-32.9% |
| Participation rate | 60.4% | 75.1%-14.7pp | 81.6%-21.2pp | 70.8%-10.4pp |
| Annual return | 12.30% | 23.61%-11.3pp | 12.94%-0.6pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,583 | $3,136-49.5% | $5,216-69.6% | $2,790-43.3% |
| Participant deferral / active EE | $4,227 | $4,556-7.2% | $6,191-31.7% | $4,249-0.5% |
| Admin fee / account holder | $5,107 | $12,753-60.0% | $21,981-76.8% | $8,951-42.9% |