Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,165 | $69,590-20.7% | $136,867-59.7% | $94,015-41.3% |
| Participation rate | 35.6% | 66.3%-30.7pp | 74.5%-38.9pp | 70.8%-35.2pp |
| Annual return | 14.42% | 19.62%-5.2pp | 42.97%-28.6pp | 17.84%-3.4pp |
| Employer contribution / active EE | $1,626 | $2,396-32.2% | $3,547-54.2% | $2,790-41.7% |
| Participant deferral / active EE | $1,925 | $3,437-44.0% | $4,924-60.9% | $4,249-54.7% |
| Admin fee / account holder | $7,889 | $8,912-11.5% | $10,340-23.7% | $8,951-11.9% |