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 | $74,954 | $136,860-45.2% | $120,344-37.7% | $154,746-51.6% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 18.19% | 21.38%-3.2pp | 20.30%-2.1pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,236 | $3,533-36.7% | $3,020-26.0% | $4,379-48.9% |
| Participant deferral / active EE | $4,938 | $5,793-14.8% | $5,135-3.8% | $6,730-26.6% |
| Admin fee / account holder | $2,088 | $15,393-86.4% | $12,742-83.6% | $14,365-85.5% |