Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,404 | $74,535-10.9% | $100,712-34.1% | $82,637-19.6% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 35.91% | 18.92%+17.0pp | 33.27%+2.6pp | 53.51%-17.6pp |
| Employer contribution / active EE | $1,013 | $1,503-32.6% | $2,313-56.2% | $2,552-60.3% |
| Participant deferral / active EE | $3,970 | $3,074+29.2% | $4,085-2.8% | $4,126-3.8% |
| Admin fee / account holder | $569 | $6,576-91.4% | $9,256-93.9% | $7,339-92.3% |