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 | $71,807 | $124,425-42.3% | $112,040-35.9% | $137,256-47.7% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 20.12% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,666 | $3,411-51.1% | $2,954-43.6% | $4,156-59.9% |
| Participant deferral / active EE | $3,691 | $5,718-35.5% | $5,098-27.6% | $6,407-42.4% |
| Admin fee / account holder | $8,713 | $15,207-42.7% | $12,098-28.0% | $12,270-29.0% |