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 | $56,729 | $55,713+1.8% | $75,894-25.3% | $72,983-22.3% |
| Participation rate | 64.9% | 61.1%+3.7pp | 69.3%-4.4pp | 69.5%-4.6pp |
| Annual return | 22.72% | 27.60%-4.9pp | 30.76%-8.0pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,711 | $1,687+1.4% | $2,501-31.6% | $2,440-29.9% |
| Participant deferral / active EE | $2,343 | $2,634-11.0% | $3,603-35.0% | $3,608-35.1% |
| Admin fee / account holder | $2,749 | $3,980-30.9% | $5,420-49.3% | $5,124-46.4% |