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 | $58,722 | $106,524-44.9% | $152,301-61.4% | $87,485-32.9% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.4%-16.2pp | 68.9%-2.7pp |
| Annual return | 16.06% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,661 | $3,371-50.7% | $4,624-64.1% | $2,596-36.0% |
| Participant deferral / active EE | $4,974 | $6,525-23.8% | $8,004-37.9% | $4,274+16.4% |
| Admin fee / account holder | $11,138 | $8,287+34.4% | $14,398-22.6% | $7,775+43.3% |