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 | $73,984 | $95,404-22.5% | $113,397-34.8% | $82,637-10.5% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.5%-13.7pp | 68.1%-5.3pp |
| Annual return | 15.47% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,248 | $2,307-2.6% | $2,977-24.5% | $2,552-11.9% |
| Participant deferral / active EE | $5,444 | $4,220+29.0% | $5,076+7.2% | $4,126+31.9% |
| Admin fee / account holder | $9,271 | $9,168+1.1% | $11,957-22.5% | $7,339+26.3% |