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 | $50,514 | $58,848-14.2% | $88,179-42.7% | $82,637-38.9% |
| Participation rate | 51.4% | 57.9%-6.5pp | 69.1%-17.8pp | 68.1%-16.7pp |
| Annual return | 17.08% | 22.76%-5.7pp | 64.97%-47.9pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,164 | $1,678-30.6% | $2,549-54.3% | $2,552-54.4% |
| Participant deferral / active EE | $2,789 | $3,124-10.7% | $4,614-39.5% | $4,126-32.4% |
| Admin fee / account holder | $2,315 | $4,795-51.7% | $7,673-69.8% | $7,339-68.5% |