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 | $46,363 | $72,012-35.6% | $185,827-75.1% | $79,858-41.9% |
| Participation rate | 67.3% | 65.8%+1.6pp | 78.0%-10.7pp | 69.6%-2.3pp |
| Annual return | 12.32% | 23.12%-10.8pp | 35.96%-23.6pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,769 | $1,965+41.0% | $4,087-32.2% | $2,471+12.1% |
| Participant deferral / active EE | $2,849 | $3,779-24.6% | $5,633-49.4% | $3,740-23.8% |
| Admin fee / account holder | $4,728 | $4,513+4.8% | $9,502-50.2% | $5,306-10.9% |