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 | $67,121 | $73,988-9.3% | $96,538-30.5% | $75,177-10.7% |
| Participation rate | 61.9% | 66.4%-4.5pp | 74.3%-12.4pp | 67.2%-5.3pp |
| Annual return | 14.60% | 26.73%-12.1pp | 35.74%-21.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,088 | $2,930-28.7% | $3,740-44.2% | $2,671-21.8% |
| Participant deferral / active EE | $3,792 | $3,660+3.6% | $4,880-22.3% | $4,126-8.1% |
| Admin fee / account holder | $1,904 | $5,220-63.5% | $6,737-71.7% | $5,651-66.3% |