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 | $74,609 | $93,589-20.3% | $135,942-45.1% | $75,181-0.8% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 22.17% | 30.90%-8.7pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $2,782 | $3,537-21.4% | $4,858-42.7% | $2,671+4.2% |
| Participant deferral / active EE | $4,742 | $6,405-26.0% | $7,759-38.9% | $4,126+14.9% |
| Admin fee / account holder | $652 | $6,977-90.7% | $10,764-93.9% | $5,650-88.5% |