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 | $57,203 | $76,551-25.3% | $123,894-53.8% | $62,881-9.0% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 6.60% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,932 | $2,882-33.0% | $4,617-58.1% | $2,281-15.3% |
| Participant deferral / active EE | $4,010 | $4,840-17.1% | $5,984-33.0% | $3,203+25.2% |
| Admin fee / account holder | $699 | $4,826-85.5% | $8,357-91.6% | $4,296-83.7% |