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 | $64,789 | $86,922-25.5% | $102,438-36.8% | $80,874-19.9% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 16.96% | 18.90%-1.9pp | 29.37%-12.4pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,053 | $2,369-55.6% | $3,024-65.2% | $2,756-61.8% |
| Participant deferral / active EE | $3,169 | $4,119-23.1% | $5,054-37.3% | $4,297-26.3% |
| Admin fee / account holder | $3,115 | $8,050-61.3% | $9,448-67.0% | $6,935-55.1% |