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 | $52,662 | $72,272-27.1% | $101,264-48.0% | $79,858-34.1% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 20.08% | 22.30%-2.2pp | 46.48%-26.4pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,107 | $2,692-21.7% | $3,660-42.4% | $2,471-14.7% |
| Participant deferral / active EE | $4,258 | $3,282+29.8% | $4,370-2.6% | $3,740+13.8% |
| Admin fee / account holder | $2,760 | $4,401-37.3% | $5,947-53.6% | $5,306-48.0% |