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 | $79,411 | $106,864-25.7% | $147,318-46.1% | $82,637-3.9% |
| Participation rate | 58.6% | 75.5%-16.9pp | 82.1%-23.4pp | 68.1%-9.4pp |
| Annual return | 15.90% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,897 | $3,417+14.1% | $4,593-15.1% | $2,552+52.7% |
| Participant deferral / active EE | $10,636 | $6,496+63.7% | $7,906+34.5% | $4,126+157.8% |
| Admin fee / account holder | $6,764 | $8,415-19.6% | $13,708-50.7% | $7,339-7.8% |