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 | $73,836 | $58,493+26.2% | $84,023-12.1% | $72,976+1.2% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.0%-7.9pp | 69.5%-8.4pp |
| Annual return | 26.15% | 28.93%-2.8pp | 71.32%-45.2pp | 81.02%-54.9pp |
| Employer contribution / active EE | $1,427 | $1,163+22.7% | $1,984-28.0% | $2,440-41.5% |
| Participant deferral / active EE | $2,897 | $2,394+21.0% | $3,239-10.6% | $3,608-19.7% |
| Admin fee / account holder | $1,319 | $4,569-71.1% | $6,102-78.4% | $5,124-74.3% |