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 | $67,099 | $44,746+50.0% | $88,179-23.9% | $64,097+4.7% |
| Participation rate | 41.0% | 39.8%+1.2pp | 69.1%-28.1pp | 55.2%-14.2pp |
| Annual return | 17.63% | 24.70%-7.1pp | 64.97%-47.3pp | 34.64%-17.0pp |
| Employer contribution / active EE | $1,903 | $1,078+76.6% | $2,549-25.4% | $1,891+0.6% |
| Participant deferral / active EE | $4,004 | $2,072+93.3% | $4,614-13.2% | $3,080+30.0% |
| Admin fee / account holder | $5,461 | $3,437+58.9% | $7,673-28.8% | $3,454+58.1% |