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 | $54,158 | $81,457-33.5% | $103,378-47.6% | $80,911-33.1% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 14.66% | 25.58%-10.9pp | 24.91%-10.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,625 | $3,107-47.7% | $3,870-58.0% | $2,756-41.0% |
| Participant deferral / active EE | $5,627 | $3,871+45.4% | $5,058+11.2% | $4,297+30.9% |
| Admin fee / account holder | $716 | $6,717-89.3% | $8,401-91.5% | $6,935-89.7% |