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 | $74,990 | $83,485-10.2% | $125,195-40.1% | $72,976+2.8% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 21.61% | 25.77%-4.2pp | 43.79%-22.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,350 | $2,346-42.4% | $3,866-65.1% | $2,440-44.7% |
| Participant deferral / active EE | $2,651 | $3,586-26.1% | $4,937-46.3% | $3,608-26.5% |
| Admin fee / account holder | $6,277 | $5,518+13.8% | $9,704-35.3% | $5,124+22.5% |