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 | $75,314 | $51,207+47.1% | $70,565+6.7% | $75,177+0.2% |
| Participation rate | 55.6% | 61.0%-5.4pp | 68.4%-12.8pp | 67.2%-11.6pp |
| Annual return | 17.79% | 30.05%-12.3pp | 32.79%-15.0pp | 160.75%-143.0pp |
| Employer contribution / active EE | $1,334 | $1,826-27.0% | $2,976-55.2% | $2,671-50.1% |
| Participant deferral / active EE | $4,996 | $2,850+75.3% | $4,568+9.4% | $4,126+21.1% |
| Admin fee / account holder | $17,453 | $4,097+325.9% | $6,430+171.4% | $5,651+208.8% |