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 | $68,368 | $54,541+25.3% | $78,778-13.2% | $70,124-2.5% |
| Participation rate | 60.2% | 60.8%-0.6pp | 69.2%-9.0pp | 69.5%-9.3pp |
| Annual return | 18.90% | 21.07%-2.2pp | 35.62%-16.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $543 | $1,089-50.1% | $1,986-72.6% | $2,342-76.8% |
| Participant deferral / active EE | $2,258 | $2,210+2.2% | $2,958-23.7% | $3,332-32.2% |
| Admin fee / account holder | $3,628 | $3,709-2.2% | $5,134-29.3% | $4,645-21.9% |