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 | $59,289 | $77,574-23.6% | $108,753-45.5% | $86,983-31.8% |
| Participation rate | 63.4% | 62.3%+1.1pp | 71.1%-7.7pp | 69.5%-6.1pp |
| Annual return | 17.27% | 18.42%-1.1pp | 37.47%-20.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $2,180 | $1,611+35.3% | $2,427-10.2% | $2,584-15.7% |
| Participant deferral / active EE | $4,127 | $3,128+31.9% | $4,115+0.3% | $4,194-1.6% |
| Admin fee / account holder | $5,408 | $6,529-17.2% | $10,320-47.6% | $7,856-31.2% |