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 | $65,398 | $73,988-11.6% | $96,538-32.3% | $75,177-13.0% |
| Participation rate | 62.2% | 66.4%-4.2pp | 74.3%-12.1pp | 67.2%-5.0pp |
| Annual return | 26.23% | 26.73%-0.5pp | 35.74%-9.5pp | 160.75%-134.5pp |
| Employer contribution / active EE | $1,954 | $2,930-33.3% | $3,740-47.8% | $2,671-26.8% |
| Participant deferral / active EE | $4,647 | $3,660+26.9% | $4,880-4.8% | $4,126+12.6% |
| Admin fee / account holder | $2,223 | $5,220-57.4% | $6,737-67.0% | $5,651-60.7% |