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 | $62,959 | $77,896-19.2% | $134,172-53.1% | $82,448-23.6% |
| Participation rate | 59.3% | 62.8%-3.5pp | 72.5%-13.2pp | 68.1%-8.8pp |
| Annual return | 36.23% | 18.21%+18.0pp | 25.30%+10.9pp | 41.64%-5.4pp |
| Employer contribution / active EE | $1,616 | $2,159-25.2% | $3,420-52.8% | $2,551-36.7% |
| Participant deferral / active EE | $2,707 | $3,162-14.4% | $4,690-42.3% | $4,139-34.6% |
| Admin fee / account holder | $3,208 | $6,336-49.4% | $12,016-73.3% | $7,234-55.7% |