Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $75,567 | $78,190-3.4% | $149,600-49.5% | $64,097+17.9% |
| Participation rate | 58.8% | 58.6%+0.1pp | 77.2%-18.4pp | 55.2%+3.6pp |
| Annual return | 18.89% | 34.34%-15.4pp | 129.59%-110.7pp | 34.64%-15.8pp |
| Employer contribution / active EE | $1,774 | $1,942-8.7% | $4,193-57.7% | $1,891-6.2% |
| Participant deferral / active EE | $4,737 | $3,703+28.0% | $7,203-34.2% | $3,080+53.8% |
| Admin fee / account holder | $1,310 | $3,683-64.4% | $13,963-90.6% | $3,454-62.1% |