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 | $81,639 | $50,972+60.2% | $88,632-7.9% | $72,976+11.9% |
| Participation rate | 64.9% | 63.4%+1.5pp | 68.8%-3.9pp | 69.5%-4.6pp |
| Annual return | 25.06% | 29.62%-4.6pp | 43.75%-18.7pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,567 | $1,475+6.3% | $2,101-25.4% | $2,440-35.8% |
| Participant deferral / active EE | $3,134 | $2,230+40.5% | $2,917+7.5% | $3,608-13.1% |
| Admin fee / account holder | $488 | $3,230-84.9% | $4,308-88.7% | $5,124-90.5% |