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 | $72,354 | $106,864-32.3% | $147,318-50.9% | $82,637-12.4% |
| Participation rate | 48.1% | 75.5%-27.4pp | 82.1%-33.9pp | 68.1%-19.9pp |
| Annual return | 18.23% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,310 | $3,417-61.7% | $4,593-71.5% | $2,552-48.7% |
| Participant deferral / active EE | $5,519 | $6,496-15.0% | $7,906-30.2% | $4,126+33.8% |
| Admin fee / account holder | $9,572 | $8,415+13.7% | $13,708-30.2% | $7,339+30.4% |