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 | $52,580 | $77,574-32.2% | $108,753-51.7% | $86,983-39.6% |
| Participation rate | 65.1% | 62.3%+2.8pp | 71.1%-6.0pp | 69.5%-4.4pp |
| Annual return | 45.43% | 18.42%+27.0pp | 37.47%+8.0pp | 25.83%+19.6pp |
| Employer contribution / active EE | $2,013 | $1,611+25.0% | $2,427-17.1% | $2,584-22.1% |
| Participant deferral / active EE | $3,345 | $3,128+6.9% | $4,115-18.7% | $4,194-20.2% |
| Admin fee / account holder | $1,625 | $6,529-75.1% | $10,320-84.3% | $7,856-79.3% |