Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,705 | $81,358-27.8% | $155,556-62.3% | $80,959-27.5% |
| Participation rate | 35.8% | 66.3%-30.4pp | 78.2%-42.4pp | 67.7%-31.8pp |
| Annual return | 14.49% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,831 | $3,106-41.1% | $4,675-60.8% | $2,757-33.6% |
| Participant deferral / active EE | $4,180 | $3,455+21.0% | $5,631-25.8% | $4,300-2.8% |
| Admin fee / account holder | $2,335 | $7,994-70.8% | $15,885-85.3% | $6,925-66.3% |