Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,902 | $58,627+15.8% | $76,735-11.5% | $82,448-17.6% |
| Participation rate | 39.5% | 63.2%-23.7pp | 69.5%-30.0pp | 68.1%-28.5pp |
| Annual return | 15.57% | 39.10%-23.5pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,888 | $1,729+9.2% | $2,454-23.1% | $2,551-26.0% |
| Participant deferral / active EE | $4,556 | $3,134+45.4% | $4,088+11.4% | $4,139+10.1% |
| Admin fee / account holder | $1,908 | $5,323-64.1% | $7,189-73.5% | $7,234-73.6% |