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 | $58,106 | $154,228-62.3% | $145,433-60.0% | $137,256-57.7% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 13.62% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,675 | $4,804-65.1% | $4,554-63.2% | $4,156-59.7% |
| Participant deferral / active EE | $3,492 | $8,216-57.5% | $7,897-55.8% | $6,407-45.5% |
| Admin fee / account holder | $3,927 | $14,344-72.6% | $13,129-70.1% | $12,270-68.0% |