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 | $60,782 | $108,825-44.1% | $156,181-61.1% | $82,448-26.3% |
| Participation rate | 46.4% | 72.4%-26.0pp | 78.8%-32.5pp | 68.1%-21.7pp |
| Annual return | 13.60% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,596 | $2,870-44.4% | $4,294-62.8% | $2,551-37.4% |
| Participant deferral / active EE | $3,332 | $4,577-27.2% | $6,132-45.7% | $4,139-19.5% |
| Admin fee / account holder | $1,394 | $9,341-85.1% | $14,586-90.4% | $7,234-80.7% |