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 | $53,677 | $72,492-26.0% | $87,104-38.4% | $72,975-26.4% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 29.12% | 24.46%+4.7pp | 28.19%+0.9pp | 81.01%-51.9pp |
| Employer contribution / active EE | $3,110 | $1,894+64.2% | $2,521+23.3% | $2,440+27.5% |
| Participant deferral / active EE | $7,579 | $3,270+131.8% | $4,048+87.2% | $3,608+110.1% |
| Admin fee / account holder | $4,080 | $5,055-19.3% | $7,491-45.5% | $5,124-20.4% |