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 | $66,824 | $81,358-17.9% | $155,556-57.0% | $80,959-17.5% |
| Participation rate | 69.4% | 66.3%+3.2pp | 78.2%-8.8pp | 67.7%+1.8pp |
| Annual return | 11.44% | 33.39%-21.9pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,757 | $3,106-43.5% | $4,675-62.4% | $2,757-36.3% |
| Participant deferral / active EE | $3,625 | $3,455+4.9% | $5,631-35.6% | $4,300-15.7% |
| Admin fee / account holder | $1,200 | $7,994-85.0% | $15,885-92.4% | $6,925-82.7% |