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 | $69,226 | $79,961-13.4% | $98,462-29.7% | $75,177-7.9% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.2%-6.9pp | 67.2%+1.1pp |
| Annual return | 14.47% | 19.75%-5.3pp | 21.17%-6.7pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,003 | $2,264-55.7% | $3,049-67.1% | $2,671-62.4% |
| Participant deferral / active EE | $2,979 | $3,753-20.6% | $4,738-37.1% | $4,126-27.8% |
| Admin fee / account holder | $1,233 | $6,842-82.0% | $8,875-86.1% | $5,651-78.2% |