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 | $57,817 | $81,262-28.9% | $155,602-62.8% | $80,911-28.5% |
| Participation rate | 63.3% | 66.2%-2.9pp | 78.2%-14.9pp | 67.6%-4.3pp |
| Annual return | 13.31% | 33.34%-20.0pp | 64.81%-51.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $3,059 | $3,102-1.4% | $4,675-34.6% | $2,756+11.0% |
| Participant deferral / active EE | $5,694 | $3,451+65.0% | $5,629+1.2% | $4,297+32.5% |
| Admin fee / account holder | $4,726 | $7,992-40.9% | $15,923-70.3% | $6,935-31.9% |