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 | $85,502 | $63,845+33.9% | $81,370+5.1% | $80,959+5.6% |
| Participation rate | 61.0% | 63.9%-2.9pp | 69.5%-8.6pp | 67.7%-6.7pp |
| Annual return | 24.19% | 16.37%+7.8pp | 24.85%-0.7pp | 35.67%-11.5pp |
| Employer contribution / active EE | $1,262 | $1,980-36.3% | $2,464-48.8% | $2,757-54.2% |
| Participant deferral / active EE | $3,372 | $3,093+9.0% | $3,885-13.2% | $4,300-21.6% |
| Admin fee / account holder | $2,368 | $5,688-58.4% | $5,749-58.8% | $6,925-65.8% |