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 | $59,018 | $76,551-22.9% | $123,894-52.4% | $62,881-6.1% |
| Participation rate | 57.9% | 73.0%-15.1pp | 81.4%-23.5pp | 69.3%-11.4pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,945 | $2,882-32.5% | $4,617-57.9% | $2,281-14.7% |
| Participant deferral / active EE | $4,151 | $4,840-14.2% | $5,984-30.6% | $3,203+29.6% |
| Admin fee / account holder | $620 | $4,826-87.1% | $8,357-92.6% | $4,296-85.6% |