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 | $84,552 | $60,442+39.9% | $96,754-12.6% | $87,485-3.4% |
| Participation rate | 62.7% | 58.7%+4.0pp | 70.3%-7.5pp | 68.9%-6.2pp |
| Annual return | 17.72% | 21.97%-4.2pp | 82.04%-64.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,732 | $1,691+61.6% | $2,679+2.0% | $2,596+5.2% |
| Participant deferral / active EE | $3,480 | $3,280+6.1% | $4,758-26.9% | $4,274-18.6% |
| Admin fee / account holder | $4,021 | $5,069-20.7% | $8,905-54.8% | $7,775-48.3% |