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 | $69,819 | $83,485-16.4% | $125,195-44.2% | $72,976-4.3% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.0pp | 69.5%-0.7pp |
| Annual return | 32.93% | 25.77%+7.2pp | 43.79%-10.9pp | 81.02%-48.1pp |
| Employer contribution / active EE | $1,097 | $2,346-53.3% | $3,866-71.6% | $2,440-55.1% |
| Participant deferral / active EE | $3,816 | $3,586+6.4% | $4,937-22.7% | $3,608+5.8% |
| Admin fee / account holder | $3,277 | $5,518-40.6% | $9,704-66.2% | $5,124-36.1% |