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 | $62,267 | $54,541+14.2% | $78,778-21.0% | $70,126-11.2% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.1pp |
| Annual return | 21.66% | 21.07%+0.6pp | 35.62%-14.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $1,471 | $1,089+35.1% | $1,986-25.9% | $2,343-37.2% |
| Participant deferral / active EE | $3,321 | $2,210+50.2% | $2,958+12.3% | $3,332-0.3% |
| Admin fee / account holder | $5,663 | $3,709+52.7% | $5,134+10.3% | $4,645+21.9% |