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 | $66,835 | $55,902+19.6% | $76,030-12.1% | $80,959-17.4% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.1%-2.4pp | 67.7%-1.0pp |
| Annual return | 10.75% | 20.59%-9.8pp | 361.54%-350.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,768 | $1,867-5.3% | $2,688-34.2% | $2,757-35.9% |
| Participant deferral / active EE | $3,739 | $3,051+22.6% | $4,257-12.2% | $4,300-13.1% |
| Admin fee / account holder | $5,165 | $5,239-1.4% | $6,421-19.5% | $6,925-25.4% |