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 | $58,848 | $86,919-32.3% | $102,457-42.6% | $80,911-27.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 15.78% | 18.90%-3.1pp | 29.41%-13.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,202 | $2,368-7.0% | $3,022-27.2% | $2,756-20.1% |
| Participant deferral / active EE | $4,769 | $4,119+15.8% | $5,054-5.6% | $4,297+11.0% |
| Admin fee / account holder | $4,148 | $8,049-48.5% | $9,451-56.1% | $6,935-40.2% |