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 | $77,574-8.8% | $108,753-35.0% | $86,983-18.7% |
| Participation rate | 51.3% | 62.3%-11.0pp | 71.1%-19.8pp | 69.5%-18.3pp |
| Annual return | 12.86% | 18.42%-5.6pp | 37.47%-24.6pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,710 | $1,611+6.2% | $2,427-29.5% | $2,584-33.8% |
| Participant deferral / active EE | $4,639 | $3,128+48.3% | $4,115+12.7% | $4,194+10.6% |
| Admin fee / account holder | $12,602 | $6,529+93.0% | $10,320+22.1% | $7,856+60.4% |