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 | $81,117 | $86,949-6.7% | $102,460-20.8% | $80,959+0.2% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 15.78% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,062 | $2,370+29.2% | $3,025+1.2% | $2,757+11.1% |
| Participant deferral / active EE | $5,207 | $4,121+26.3% | $5,056+3.0% | $4,300+21.1% |
| Admin fee / account holder | $6,385 | $8,048-20.7% | $9,460-32.5% | $6,925-7.8% |