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 | $45,367 | $95,453-52.5% | $112,040-59.5% | $82,448-45.0% |
| Participation rate | 67.2% | 72.8%-5.5pp | 76.5%-9.3pp | 68.1%-0.8pp |
| Annual return | 60.01% | 23.92%+36.1pp | 24.52%+35.5pp | 41.64%+18.4pp |
| Employer contribution / active EE | $1,253 | $2,318-46.0% | $2,954-57.6% | $2,551-50.9% |
| Participant deferral / active EE | $3,057 | $4,224-27.6% | $5,098-40.0% | $4,139-26.2% |
| Admin fee / account holder | $2,115 | $9,013-76.5% | $12,098-82.5% | $7,234-70.8% |