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 | $75,375 | $69,273+8.8% | $90,796-17.0% | $82,637-8.8% |
| Participation rate | 59.0% | 64.0%-5.1pp | 69.5%-10.5pp | 68.1%-9.1pp |
| Annual return | 28.37% | 18.37%+10.0pp | 19.29%+9.1pp | 53.51%-25.1pp |
| Employer contribution / active EE | $2,777 | $1,865+48.9% | $2,294+21.1% | $2,552+8.8% |
| Participant deferral / active EE | $4,320 | $3,047+41.8% | $3,822+13.0% | $4,126+4.7% |
| Admin fee / account holder | $5,823 | $5,511+5.7% | $7,024-17.1% | $7,339-20.7% |