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 | $86,424 | $71,230+21.3% | $93,727-7.8% | $80,959+6.8% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.7pp | 67.7%-4.7pp |
| Annual return | 14.05% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,380 | $1,565-11.9% | $2,421-43.0% | $2,757-50.0% |
| Participant deferral / active EE | $3,309 | $4,037-18.1% | $4,417-25.1% | $4,300-23.1% |
| Admin fee / account holder | $6,025 | $6,961-13.4% | $8,292-27.3% | $6,925-13.0% |