Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,595 | $76,407-5.0% | $150,298-51.7% | $82,448-12.0% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 17.67% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,207 | $2,614-15.6% | $4,154-46.9% | $2,551-13.5% |
| Participant deferral / active EE | $5,161 | $3,214+60.6% | $5,453-5.3% | $4,139+24.7% |
| Admin fee / account holder | $652 | $6,352-89.7% | $14,116-95.4% | $7,234-91.0% |