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 | $56,504 | $89,259-36.7% | $107,187-47.3% | $82,637-31.6% |
| Participation rate | 66.1% | 67.9%-1.8pp | 75.0%-8.9pp | 68.1%-2.0pp |
| Annual return | 17.67% | 21.02%-3.4pp | 204.55%-186.9pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,478 | $3,080-52.0% | $3,782-60.9% | $2,552-42.1% |
| Participant deferral / active EE | $2,633 | $4,037-34.8% | $5,096-48.3% | $4,126-36.2% |
| Admin fee / account holder | $2,778 | $7,381-62.4% | $9,162-69.7% | $7,339-62.1% |