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 | $57,903 | $93,598-38.1% | $135,974-57.4% | $75,173-23.0% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 16.76% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,481 | $3,538-58.1% | $4,859-69.5% | $2,671-44.5% |
| Participant deferral / active EE | $4,006 | $6,405-37.5% | $7,760-48.4% | $4,126-2.9% |
| Admin fee / account holder | $817 | $6,978-88.3% | $10,767-92.4% | $5,651-85.5% |