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 | $62,797 | $54,541+15.1% | $78,778-20.3% | $70,126-10.5% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.8pp |
| Annual return | 16.90% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,043 | $1,089+179.6% | $1,986+53.2% | $2,343+29.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,506 | $3,709-59.4% | $5,134-70.7% | $4,645-67.6% |