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 | $55,596 | $81,358-31.7% | $155,556-64.3% | $80,959-31.3% |
| Participation rate | 56.9% | 66.3%-9.3pp | 78.2%-21.3pp | 67.7%-10.7pp |
| Annual return | 17.36% | 33.39%-16.0pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,253 | $3,106-59.7% | $4,675-73.2% | $2,757-54.5% |
| Participant deferral / active EE | $2,973 | $3,455-14.0% | $5,631-47.2% | $4,300-30.9% |
| Admin fee / account holder | $3,307 | $7,994-58.6% | $15,885-79.2% | $6,925-52.2% |