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 | $84,866 | $81,331+4.3% | $155,534-45.4% | $80,935+4.9% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 14.75% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,662 | $3,105-14.3% | $4,675-43.1% | $2,757-3.4% |
| Participant deferral / active EE | $6,212 | $3,454+79.8% | $5,630+10.3% | $4,299+44.5% |
| Admin fee / account holder | $3,364 | $7,999-57.9% | $15,900-78.8% | $6,924-51.4% |