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 | $75,856 | $72,012+5.3% | $185,827-59.2% | $79,858-5.0% |
| Participation rate | 62.5% | 65.8%-3.3pp | 78.0%-15.5pp | 69.6%-7.1pp |
| Annual return | 12.07% | 23.12%-11.0pp | 35.96%-23.9pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,320 | $1,965-32.8% | $4,087-67.7% | $2,471-46.6% |
| Participant deferral / active EE | $4,096 | $3,779+8.4% | $5,633-27.3% | $3,740+9.5% |
| Admin fee / account holder | $9,471 | $4,513+109.9% | $9,502-0.3% | $5,306+78.5% |