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 | $61,222 | $106,864-42.7% | $147,318-58.4% | $82,637-25.9% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 19.16% | 27.49%-8.3pp | 70.43%-51.3pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,021 | $3,417-40.9% | $4,593-56.0% | $2,552-20.8% |
| Participant deferral / active EE | $4,203 | $6,496-35.3% | $7,906-46.8% | $4,126+1.9% |
| Admin fee / account holder | $1,610 | $8,415-80.9% | $13,708-88.3% | $7,339-78.1% |