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 | $86,578 | $69,590+24.4% | $136,867-36.7% | $94,015-7.9% |
| Participation rate | 61.5% | 66.3%-4.8pp | 74.5%-13.0pp | 70.8%-9.3pp |
| Annual return | 18.61% | 19.62%-1.0pp | 42.97%-24.4pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,501 | $2,396-37.4% | $3,547-57.7% | $2,790-46.2% |
| Participant deferral / active EE | $3,554 | $3,437+3.4% | $4,924-27.8% | $4,249-16.4% |
| Admin fee / account holder | $4,372 | $8,912-50.9% | $10,340-57.7% | $8,951-51.2% |