Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,056 | $52,580+14.2% | $71,671-16.2% | $70,124-14.4% |
| Participation rate | 69.1% | 60.9%+8.2pp | 68.7%+0.3pp | 69.5%-0.4pp |
| Annual return | 15.16% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,047 | $1,616-35.2% | $2,460-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $3,174 | $2,386+33.0% | $3,438-7.7% | $3,332-4.7% |
| Admin fee / account holder | $1,550 | $3,653-57.6% | $5,558-72.1% | $4,645-66.6% |