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 | $77,921 | $67,602+15.3% | $82,312-5.3% | $70,126+11.1% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.2pp |
| Annual return | 18.55% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,678 | $1,755+52.6% | $2,428+10.3% | $2,343+14.3% |
| Participant deferral / active EE | $3,605 | $2,987+20.7% | $3,706-2.7% | $3,332+8.2% |
| Admin fee / account holder | $2,653 | $4,512-41.2% | $5,608-52.7% | $4,645-42.9% |