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 | $61,505 | $112,729-45.4% | $98,716-37.7% | $137,256-55.2% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 20.91% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,780 | $2,725-34.7% | $2,279-21.9% | $4,156-57.2% |
| Participant deferral / active EE | $3,434 | $4,640-26.0% | $4,048-15.2% | $6,407-46.4% |
| Admin fee / account holder | $520 | $10,129-94.9% | $8,703-94.0% | $12,270-95.8% |