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 | $72,335 | $45,438+59.2% | $80,004-9.6% | $59,633+21.3% |
| Participation rate | 69.8% | 63.7%+6.1pp | 73.0%-3.2pp | 68.7%+1.1pp |
| Annual return | 3.54% | 5.10%-1.6pp | 7.63%-4.1pp | 2041.40%-2037.9pp |
| Employer contribution / active EE | $1,626 | $1,236+31.6% | $2,473-34.2% | $2,203-26.2% |
| Participant deferral / active EE | $3,548 | $2,231+59.1% | $3,204+10.8% | $3,192+11.2% |
| Admin fee / account holder | $10,304 | $3,464+197.5% | $5,033+104.7% | $4,297+139.8% |