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 | $77,395 | $76,834+0.7% | $108,359-28.6% | $87,485-11.5% |
| Participation rate | 69.7% | 61.7%+8.0pp | 70.1%-0.4pp | 68.9%+0.8pp |
| Annual return | 16.34% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,630 | $1,556+4.7% | $2,399-32.1% | $2,596-37.2% |
| Participant deferral / active EE | $5,008 | $3,100+61.6% | $4,137+21.1% | $4,274+17.2% |
| Admin fee / account holder | $3,087 | $6,537-52.8% | $9,741-68.3% | $7,775-60.3% |