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 | $79,408 | $58,627+35.4% | $76,735+3.5% | $82,448-3.7% |
| Participation rate | 58.1% | 63.2%-5.1pp | 69.5%-11.4pp | 68.1%-10.0pp |
| Annual return | 19.77% | 39.10%-19.3pp | 29.77%-10.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,425 | $1,729+40.2% | $2,454-1.2% | $2,551-4.9% |
| Participant deferral / active EE | $3,809 | $3,134+21.6% | $4,088-6.8% | $4,139-8.0% |
| Admin fee / account holder | $1,876 | $5,323-64.8% | $7,189-73.9% | $7,234-74.1% |