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 | $66,502 | $106,749-37.7% | $145,433-54.3% | $82,448-19.3% |
| Participation rate | 66.2% | 75.6%-9.4pp | 82.1%-15.9pp | 68.1%-1.9pp |
| Annual return | 14.79% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,009 | $3,444-70.7% | $4,554-77.9% | $2,551-60.5% |
| Participant deferral / active EE | $4,035 | $6,519-38.1% | $7,897-48.9% | $4,139-2.5% |
| Admin fee / account holder | $4,316 | $8,390-48.6% | $13,129-67.1% | $7,234-40.3% |