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 | $59,623 | $108,825-45.2% | $156,181-61.8% | $82,448-27.7% |
| Participation rate | 64.3% | 72.4%-8.1pp | 78.8%-14.5pp | 68.1%-3.8pp |
| Annual return | 16.25% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,235 | $2,870-22.1% | $4,294-48.0% | $2,551-12.4% |
| Participant deferral / active EE | $4,906 | $4,577+7.2% | $6,132-20.0% | $4,139+18.5% |
| Admin fee / account holder | $6,473 | $9,341-30.7% | $14,586-55.6% | $7,234-10.5% |