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 | $63,085 | $57,140+10.4% | $85,240-26.0% | $80,959-22.1% |
| Participation rate | 58.3% | 56.4%+1.9pp | 67.5%-9.2pp | 67.7%-9.3pp |
| Annual return | 14.98% | 21.71%-6.7pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,230 | $1,802+23.8% | $2,735-18.5% | $2,757-19.1% |
| Participant deferral / active EE | $4,280 | $3,115+37.4% | $4,527-5.5% | $4,300-0.5% |
| Admin fee / account holder | $2,731 | $4,992-45.3% | $6,165-55.7% | $6,925-60.6% |