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 | $73,315 | $97,550-24.8% | $120,344-39.1% | $87,485-16.2% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.7%-21.9pp | 68.9%-14.1pp |
| Annual return | 24.66% | 18.41%+6.3pp | 20.30%+4.4pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,727 | $2,291-24.6% | $3,020-42.8% | $2,596-33.5% |
| Participant deferral / active EE | $3,737 | $4,230-11.6% | $5,135-27.2% | $4,274-12.5% |
| Admin fee / account holder | $8,299 | $9,543-13.0% | $12,742-34.9% | $7,775+6.7% |