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 | $73,681 | $65,027+13.3% | $90,970-19.0% | $79,852-7.7% |
| Participation rate | 66.3% | 61.6%+4.7pp | 69.0%-2.7pp | 69.6%-3.3pp |
| Annual return | 13.01% | 30.45%-17.4pp | 134.58%-121.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,058 | $1,247-15.2% | $2,122-50.1% | $2,471-57.2% |
| Participant deferral / active EE | $3,757 | $2,512+49.6% | $3,373+11.4% | $3,740+0.4% |
| Admin fee / account holder | $2,782 | $4,535-38.7% | $5,960-53.3% | $5,306-47.6% |