Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,403 | $86,940-28.2% | $102,434-39.1% | $80,935-22.9% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 12.47% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,161 | $2,370-8.8% | $3,023-28.5% | $2,757-21.6% |
| Participant deferral / active EE | $4,652 | $4,121+12.9% | $5,055-8.0% | $4,299+8.2% |
| Admin fee / account holder | $2,931 | $8,047-63.6% | $9,462-69.0% | $6,924-57.7% |