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 | $79,651 | $78,520+1.4% | $96,576-17.5% | $82,448-3.4% |
| Participation rate | 50.7% | 77.7%-27.0pp | 81.4%-30.7pp | 68.1%-17.4pp |
| Annual return | 28.52% | 41.30%-12.8pp | 38.47%-10.0pp | 41.64%-13.1pp |
| Employer contribution / active EE | $2,748 | $2,630+4.5% | $3,553-22.7% | $2,551+7.7% |
| Participant deferral / active EE | $6,541 | $6,754-3.1% | $7,956-17.8% | $4,139+58.0% |
| Admin fee / account holder | $3,230 | $13,455-76.0% | $11,381-71.6% | $7,234-55.4% |