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 | $72,454 | $80,992-10.5% | $96,534-24.9% | $75,173-3.6% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.5pp |
| Annual return | 17.86% | 27.05%-9.2pp | 25.88%-8.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,280 | $2,283-43.9% | $2,965-56.8% | $2,671-52.1% |
| Participant deferral / active EE | $3,943 | $3,929+0.3% | $4,851-18.7% | $4,126-4.5% |
| Admin fee / account holder | $5,928 | $6,717-11.7% | $8,253-28.2% | $5,651+4.9% |