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 | $52,169 | $86,050-39.4% | $189,758-72.5% | $94,015-44.5% |
| Participation rate | 62.9% | 68.9%-6.0pp | 79.8%-16.9pp | 70.8%-8.0pp |
| Annual return | 13.74% | 17.77%-4.0pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,280 | $2,819-54.6% | $4,767-73.1% | $2,790-54.1% |
| Participant deferral / active EE | $1,461 | $3,349-56.4% | $5,856-75.0% | $4,249-65.6% |
| Admin fee / account holder | $1,359 | $6,627-79.5% | $20,388-93.3% | $8,951-84.8% |