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 | $84,165 | $81,233+3.6% | $155,567-45.9% | $80,874+4.1% |
| Participation rate | 65.7% | 66.2%-0.5pp | 78.2%-12.5pp | 67.6%-1.9pp |
| Annual return | 15.57% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,832 | $3,101-40.9% | $4,674-60.8% | $2,756-33.5% |
| Participant deferral / active EE | $3,772 | $3,452+9.3% | $5,628-33.0% | $4,297-12.2% |
| Admin fee / account holder | $2,992 | $7,998-62.6% | $15,916-81.2% | $6,935-56.9% |