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 | $43,340 | $174,379-75.1% | $152,093-71.5% | $138,895-68.8% |
| Participation rate | 64.3% | 81.6%-17.4pp | 77.8%-13.5pp | 79.9%-15.6pp |
| Annual return | 15.67% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,667 | $4,652-64.2% | $4,175-60.1% | $4,194-60.2% |
| Participant deferral / active EE | $4,394 | $6,159-28.7% | $5,451-19.4% | $6,396-31.3% |
| Admin fee / account holder | $1,493 | $16,880-91.2% | $14,497-89.7% | $12,562-88.1% |