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 | $70,348 | $57,140+23.1% | $85,240-17.5% | $80,959-13.1% |
| Participation rate | 56.9% | 56.4%+0.5pp | 67.5%-10.6pp | 67.7%-10.7pp |
| Annual return | 26.46% | 21.71%+4.7pp | 66.75%-40.3pp | 35.67%-9.2pp |
| Employer contribution / active EE | $1,811 | $1,802+0.5% | $2,735-33.8% | $2,757-34.3% |
| Participant deferral / active EE | $2,736 | $3,115-12.2% | $4,527-39.6% | $4,300-36.4% |
| Admin fee / account holder | $4,641 | $4,992-7.0% | $6,165-24.7% | $6,925-33.0% |