Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,823 | $81,358-19.1% | $155,556-57.7% | $80,959-18.7% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 14.11% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,828 | $3,106-41.2% | $4,675-60.9% | $2,757-33.7% |
| Participant deferral / active EE | $6,690 | $3,455+93.6% | $5,631+18.8% | $4,300+55.6% |
| Admin fee / account holder | $17,565 | $7,994+119.7% | $15,885+10.6% | $6,925+153.6% |