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 | $56,619 | $81,457-30.5% | $103,378-45.2% | $80,911-30.0% |
| Participation rate | 57.7% | 66.8%-9.1pp | 74.5%-16.8pp | 67.6%-9.9pp |
| Annual return | 13.23% | 25.58%-12.3pp | 24.91%-11.7pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,650 | $3,107-46.9% | $3,870-57.4% | $2,756-40.1% |
| Participant deferral / active EE | $3,013 | $3,871-22.2% | $5,058-40.4% | $4,297-29.9% |
| Admin fee / account holder | $694 | $6,717-89.7% | $8,401-91.7% | $6,935-90.0% |