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 | $76,831 | $78,690-2.4% | $161,489-52.4% | $87,485-12.2% |
| Participation rate | 65.7% | 67.5%-1.8pp | 78.7%-13.0pp | 68.9%-3.2pp |
| Annual return | 12.75% | 32.74%-20.0pp | 89.72%-77.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,780 | $2,588-31.2% | $4,268-58.3% | $2,596-31.4% |
| Participant deferral / active EE | $4,257 | $3,311+28.6% | $5,630-24.4% | $4,274-0.4% |
| Admin fee / account holder | $7,796 | $6,724+16.0% | $16,006-51.3% | $7,775+0.3% |