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 | $50,975 | $81,504-37.5% | $102,437-50.2% | $80,959-37.0% |
| Participation rate | 55.6% | 66.9%-11.3pp | 74.5%-19.0pp | 67.7%-12.1pp |
| Annual return | 18.70% | 25.60%-6.9pp | 24.95%-6.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $2,141 | $3,104-31.0% | $3,871-44.7% | $2,757-22.4% |
| Participant deferral / active EE | $4,589 | $3,871+18.6% | $5,060-9.3% | $4,300+6.7% |
| Admin fee / account holder | $5,689 | $6,719-15.3% | $8,388-32.2% | $6,925-17.8% |