Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,346 | $73,787-15.5% | $98,716-36.8% | $82,448-24.4% |
| Participation rate | 68.2% | 61.4%+6.8pp | 69.3%-1.1pp | 68.1%+0.1pp |
| Annual return | 13.82% | 18.57%-4.7pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,871 | $1,511+23.8% | $2,279-17.9% | $2,551-26.6% |
| Participant deferral / active EE | $2,550 | $3,081-17.2% | $4,048-37.0% | $4,139-38.4% |
| Admin fee / account holder | $2,159 | $6,500-66.8% | $8,703-75.2% | $7,234-70.1% |