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 | $69,832 | $73,787-5.4% | $98,716-29.3% | $82,448-15.3% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 15.33% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,749 | $1,511+15.8% | $2,279-23.2% | $2,551-31.4% |
| Participant deferral / active EE | $3,339 | $3,081+8.4% | $4,048-17.5% | $4,139-19.3% |
| Admin fee / account holder | $1,404 | $6,500-78.4% | $8,703-83.9% | $7,234-80.6% |