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 | $60,353 | $101,798-40.7% | $165,071-63.4% | $80,935-25.4% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.7%-2.1pp |
| Annual return | 27.96% | 16.73%+11.2pp | 70.17%-42.2pp | 35.66%-7.7pp |
| Employer contribution / active EE | $2,128 | $2,954-28.0% | $4,347-51.1% | $2,757-22.8% |
| Participant deferral / active EE | $6,738 | $4,476+50.5% | $6,035+11.7% | $4,299+56.7% |
| Admin fee / account holder | $752 | $8,221-90.8% | $12,695-94.1% | $6,924-89.1% |