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 | $59,993 | $80,992-25.9% | $96,534-37.9% | $75,173-20.2% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 15.19% | 27.05%-11.9pp | 25.88%-10.7pp | 160.72%-145.5pp |
| Employer contribution / active EE | $2,365 | $2,283+3.6% | $2,965-20.3% | $2,671-11.5% |
| Participant deferral / active EE | $4,146 | $3,929+5.5% | $4,851-14.5% | $4,126+0.5% |
| Admin fee / account holder | $1,764 | $6,717-73.7% | $8,253-78.6% | $5,651-68.8% |