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 | $56,344 | $58,848-4.3% | $88,179-36.1% | $82,637-31.8% |
| Participation rate | 51.5% | 57.9%-6.4pp | 69.1%-17.6pp | 68.1%-16.5pp |
| Annual return | 16.04% | 22.76%-6.7pp | 64.97%-48.9pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,987 | $1,678+18.4% | $2,549-22.1% | $2,552-22.2% |
| Participant deferral / active EE | $4,091 | $3,124+31.0% | $4,614-11.3% | $4,126-0.8% |
| Admin fee / account holder | $2,191 | $4,795-54.3% | $7,673-71.4% | $7,339-70.1% |