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 | $79,780 | $95,404-16.4% | $113,397-29.6% | $82,637-3.5% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 20.29% | 19.08%+1.2pp | 23.20%-2.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,923 | $2,307-16.6% | $2,977-35.4% | $2,552-24.6% |
| Participant deferral / active EE | $4,528 | $4,220+7.3% | $5,076-10.8% | $4,126+9.7% |
| Admin fee / account holder | $1,552 | $9,168-83.1% | $11,957-87.0% | $7,339-78.9% |