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 | $59,249 | $67,602-12.4% | $82,312-28.0% | $70,126-15.5% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 14.73% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,777 | $1,755+1.3% | $2,428-26.8% | $2,343-24.1% |
| Participant deferral / active EE | $2,836 | $2,987-5.1% | $3,706-23.5% | $3,332-14.9% |
| Admin fee / account holder | $5,103 | $4,512+13.1% | $5,608-9.0% | $4,645+9.8% |