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 | $66,554 | $73,787-9.8% | $98,716-32.6% | $82,448-19.3% |
| Participation rate | 59.6% | 61.4%-1.8pp | 69.3%-9.7pp | 68.1%-8.5pp |
| Annual return | 17.82% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,264 | $1,511-16.3% | $2,279-44.5% | $2,551-50.4% |
| Participant deferral / active EE | $3,588 | $3,081+16.4% | $4,048-11.4% | $4,139-13.3% |
| Admin fee / account holder | $8,990 | $6,500+38.3% | $8,703+3.3% | $7,234+24.3% |