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 | $70,912 | $86,940-18.4% | $102,434-30.8% | $80,935-12.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 11.49% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,568 | $2,370-33.8% | $3,023-48.1% | $2,757-43.1% |
| Participant deferral / active EE | $3,616 | $4,121-12.2% | $5,055-28.5% | $4,299-15.9% |
| Admin fee / account holder | $5,508 | $8,047-31.6% | $9,462-41.8% | $6,924-20.5% |