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 | $81,895 | $51,222+59.9% | $70,544+16.1% | $75,173+8.9% |
| Participation rate | 54.9% | 61.0%-6.1pp | 68.4%-13.5pp | 67.2%-12.3pp |
| Annual return | 17.18% | 30.06%-12.9pp | 32.79%-15.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,907 | $1,827+4.4% | $2,976-35.9% | $2,671-28.6% |
| Participant deferral / active EE | $2,966 | $2,850+4.1% | $4,568-35.1% | $4,126-28.1% |
| Admin fee / account holder | $1,812 | $4,096-55.8% | $6,427-71.8% | $5,651-67.9% |