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 | $64,057 | $123,478-48.1% | $216,567-70.4% | $94,015-31.9% |
| Participation rate | 67.6% | 75.1%-7.5pp | 81.6%-14.0pp | 70.8%-3.2pp |
| Annual return | 17.91% | 23.61%-5.7pp | 12.94%+5.0pp | 17.84%+0.1pp |
| Employer contribution / active EE | $2,088 | $3,136-33.4% | $5,216-60.0% | $2,790-25.2% |
| Participant deferral / active EE | $2,920 | $4,556-35.9% | $6,191-52.8% | $4,249-31.3% |
| Admin fee / account holder | $1,390 | $12,753-89.1% | $21,981-93.7% | $8,951-84.5% |