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 | $67,777 | $135,956-50.1% | $123,894-45.3% | $273,972-75.3% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $888 | $5,170-82.8% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $4,223 | $6,343-33.4% | $5,984-29.4% | $5,287-20.1% |
| Admin fee / account holder | $5,994 | $9,817-38.9% | $8,357-28.3% | $10,133-40.8% |