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 | $69,522 | $74,535-6.7% | $100,712-31.0% | $82,637-15.9% |
| Participation rate | 61.0% | 61.2%-0.2pp | 69.3%-8.3pp | 68.1%-7.0pp |
| Annual return | 13.93% | 18.92%-5.0pp | 33.27%-19.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,053 | $1,503-29.9% | $2,313-54.5% | $2,552-58.7% |
| Participant deferral / active EE | $2,675 | $3,074-13.0% | $4,085-34.5% | $4,126-35.2% |
| Admin fee / account holder | $2,031 | $6,576-69.1% | $9,256-78.1% | $7,339-72.3% |