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 | $55,064 | $71,215-22.7% | $93,696-41.2% | $80,935-32.0% |
| Participation rate | 68.3% | 60.4%+7.9pp | 68.7%-0.4pp | 67.7%+0.7pp |
| Annual return | 13.17% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,611 | $1,565+66.8% | $2,422+7.8% | $2,757-5.3% |
| Participant deferral / active EE | $6,118 | $4,037+51.6% | $4,417+38.5% | $4,299+42.3% |
| Admin fee / account holder | $3,085 | $6,958-55.7% | $8,287-62.8% | $6,924-55.5% |