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 | $81,551 | $72,273+12.8% | $101,275-19.5% | $79,856+2.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 15.58% | 22.30%-6.7pp | 46.48%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,375 | $2,691-48.9% | $3,660-62.4% | $2,471-44.4% |
| Participant deferral / active EE | $3,238 | $3,282-1.3% | $4,371-25.9% | $3,741-13.4% |
| Admin fee / account holder | $2,135 | $4,401-51.5% | $5,948-64.1% | $5,306-59.8% |