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 | $64,859 | $102,245-36.6% | $89,340-27.4% | $137,256-52.7% |
| Participation rate | 68.4% | 74.9%-6.5pp | 69.6%-1.1pp | 80.0%-11.5pp |
| Annual return | 25.15% | 21.89%+3.3pp | 20.57%+4.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,283 | $2,529-9.7% | $2,231+2.3% | $4,156-45.1% |
| Participant deferral / active EE | $4,480 | $4,436+1.0% | $3,823+17.2% | $6,407-30.1% |
| Admin fee / account holder | $5,700 | $8,085-29.5% | $6,704-15.0% | $12,270-53.5% |