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 | $78,775 | $55,713+41.4% | $75,901+3.8% | $72,975+7.9% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.3%-17.3pp | 69.5%-17.5pp |
| Annual return | 21.68% | 27.60%-5.9pp | 30.76%-9.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,720 | $1,687+1.9% | $2,501-31.2% | $2,440-29.5% |
| Participant deferral / active EE | $4,576 | $2,634+73.7% | $3,603+27.0% | $3,608+26.8% |
| Admin fee / account holder | $6,430 | $3,980+61.5% | $5,420+18.6% | $5,124+25.5% |