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 | $73,305 | $53,774+36.3% | $134,162-45.4% | $79,852-8.2% |
| Participation rate | 67.8% | 58.8%+9.0pp | 72.2%-4.4pp | 69.6%-1.8pp |
| Annual return | 16.49% | 19.01%-2.5pp | 36.35%-19.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $4,171 | $1,322+215.6% | $3,705+12.6% | $2,471+68.8% |
| Participant deferral / active EE | $7,912 | $2,420+227.0% | $3,500+126.1% | $3,740+111.5% |
| Admin fee / account holder | $12,265 | $3,985+207.8% | $6,685+83.5% | $5,306+131.1% |