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 | $62,628 | $81,331-23.0% | $155,534-59.7% | $80,935-22.6% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 17.54% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,418 | $3,105-22.1% | $4,675-48.3% | $2,757-12.3% |
| Participant deferral / active EE | $4,915 | $3,454+42.3% | $5,630-12.7% | $4,299+14.3% |
| Admin fee / account holder | $7,591 | $7,999-5.1% | $15,900-52.3% | $6,924+9.6% |