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 | $76,281 | $56,054+36.1% | $171,082-55.4% | $62,881+21.3% |
| Participation rate | 29.6% | 62.9%-33.2pp | 76.7%-47.1pp | 69.3%-39.7pp |
| Annual return | 48.19% | 22.52%+25.7pp | 32.56%+15.6pp | 20.14%+28.0pp |
| Employer contribution / active EE | $1,222 | $1,731-29.4% | $4,002-69.5% | $2,281-46.4% |
| Participant deferral / active EE | $3,137 | $3,158-0.7% | $4,797-34.6% | $3,203-2.1% |
| Admin fee / account holder | $1,448 | $3,647-60.3% | $8,520-83.0% | $4,296-66.3% |