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 | $51,907 | $72,486-28.4% | $87,103-40.4% | $72,976-28.9% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 17.42% | 24.46%-7.0pp | 28.19%-10.8pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,542 | $1,894-18.6% | $2,521-38.8% | $2,440-36.8% |
| Participant deferral / active EE | $2,405 | $3,270-26.4% | $4,049-40.6% | $3,608-33.3% |
| Admin fee / account holder | $4,275 | $5,055-15.4% | $7,491-42.9% | $5,124-16.6% |