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 | $67,173 | $77,472-13.3% | $100,415-33.1% | $80,959-17.0% |
| Participation rate | 60.8% | 76.9%-16.1pp | 81.5%-20.7pp | 67.7%-6.9pp |
| Annual return | 23.12% | 37.26%-14.1pp | 49.47%-26.3pp | 35.67%-12.5pp |
| Employer contribution / active EE | $2,891 | $2,800+3.2% | $3,943-26.7% | $2,757+4.9% |
| Participant deferral / active EE | $6,121 | $6,818-10.2% | $8,091-24.3% | $4,300+42.3% |
| Admin fee / account holder | $6,575 | $5,885+11.7% | $7,906-16.8% | $6,925-5.1% |