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 | $55,513 | $54,541+1.8% | $78,778-29.5% | $70,126-20.8% |
| Participation rate | 64.1% | 60.8%+3.3pp | 69.2%-5.1pp | 69.5%-5.5pp |
| Annual return | 19.17% | 21.07%-1.9pp | 35.62%-16.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,721 | $1,089+58.1% | $1,986-13.3% | $2,343-26.5% |
| Participant deferral / active EE | $2,455 | $2,210+11.1% | $2,958-17.0% | $3,332-26.3% |
| Admin fee / account holder | $2,249 | $3,709-39.4% | $5,134-56.2% | $4,645-51.6% |