Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,510 | $106,749-41.4% | $145,433-57.0% | $82,448-24.2% |
| Participation rate | 65.0% | 75.6%-10.6pp | 82.1%-17.1pp | 68.1%-3.1pp |
| Annual return | 18.90% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,848 | $3,444-46.4% | $4,554-59.4% | $2,551-27.6% |
| Participant deferral / active EE | $4,348 | $6,519-33.3% | $7,897-44.9% | $4,139+5.0% |
| Admin fee / account holder | $1,291 | $8,390-84.6% | $13,129-90.2% | $7,234-82.1% |