Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,724 | $74,535-5.1% | $100,712-29.8% | $82,637-14.4% |
| Participation rate | 51.3% | 61.2%-9.9pp | 69.3%-18.0pp | 68.1%-16.8pp |
| Annual return | 12.86% | 18.92%-6.1pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,710 | $1,503+13.8% | $2,313-26.0% | $2,552-33.0% |
| Participant deferral / active EE | $4,639 | $3,074+50.9% | $4,085+13.6% | $4,126+12.4% |
| Admin fee / account holder | $12,602 | $6,576+91.6% | $9,256+36.2% | $7,339+71.7% |