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 | $79,772 | $57,590+38.5% | $86,233-7.5% | $82,448-3.2% |
| Participation rate | 47.3% | 57.9%-10.6pp | 69.0%-21.7pp | 68.1%-20.8pp |
| Annual return | 18.66% | 22.41%-3.8pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,713 | $1,655+3.5% | $2,504-31.6% | $2,551-32.8% |
| Participant deferral / active EE | $3,660 | $3,080+18.8% | $4,559-19.7% | $4,139-11.6% |
| Admin fee / account holder | $6,923 | $4,730+46.3% | $8,342-17.0% | $7,234-4.3% |