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 | $65,940 | $76,407-13.7% | $150,298-56.1% | $82,448-20.0% |
| Participation rate | 62.9% | 66.4%-3.5pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 16.51% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,576 | $2,614-39.7% | $4,154-62.1% | $2,551-38.2% |
| Participant deferral / active EE | $3,155 | $3,214-1.8% | $5,453-42.1% | $4,139-23.8% |
| Admin fee / account holder | $1,677 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |