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 | $80,105 | $65,034+23.2% | $90,970-11.9% | $79,856+0.3% |
| Participation rate | 56.7% | 61.6%-4.9pp | 69.0%-12.3pp | 69.6%-13.0pp |
| Annual return | 16.13% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,484 | $1,247+18.9% | $2,122-30.1% | $2,471-40.0% |
| Participant deferral / active EE | $2,722 | $2,512+8.3% | $3,373-19.3% | $3,741-27.2% |
| Admin fee / account holder | $629 | $4,536-86.1% | $5,961-89.4% | $5,306-88.1% |