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 | $75,310 | $37,446+101.1% | $77,552-2.9% | $79,856-5.7% |
| Participation rate | 63.8% | 41.5%+22.3pp | 54.2%+9.6pp | 69.6%-5.8pp |
| Annual return | 16.20% | 39.76%-23.6pp | 54.82%-38.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,391 | $637+118.3% | $987+41.0% | $2,471-43.7% |
| Participant deferral / active EE | $3,314 | $1,261+162.9% | $1,861+78.1% | $3,741-11.4% |
| Admin fee / account holder | $448 | $2,506-82.1% | $2,859-84.3% | $5,306-91.6% |