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 | $79,191 | $81,487-2.8% | $102,412-22.7% | $80,935-2.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 14.36% | 25.60%-11.2pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,001 | $3,103-35.5% | $3,870-48.3% | $2,757-27.4% |
| Participant deferral / active EE | $3,568 | $3,871-7.8% | $5,060-29.5% | $4,299-17.0% |
| Admin fee / account holder | $1,186 | $6,717-82.3% | $8,388-85.9% | $6,924-82.9% |