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 | $69,693 | $123,793-43.7% | $177,840-60.8% | $79,852-12.7% |
| Participation rate | 57.6% | 84.7%-27.1pp | 87.7%-30.1pp | 69.6%-12.1pp |
| Annual return | 18.26% | 22.82%-4.6pp | 48.32%-30.1pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,143 | $4,095-47.7% | $5,919-63.8% | $2,471-13.3% |
| Participant deferral / active EE | $5,248 | $5,956-11.9% | $7,714-32.0% | $3,740+40.3% |
| Admin fee / account holder | $1,254 | $7,243-82.7% | $12,431-89.9% | $5,306-76.4% |