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 | $79,159 | $72,273+9.5% | $101,275-21.8% | $79,856-0.9% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 20.30% | 22.30%-2.0pp | 46.48%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,644 | $2,691-38.9% | $3,660-55.1% | $2,471-33.5% |
| Participant deferral / active EE | $2,389 | $3,282-27.2% | $4,371-45.3% | $3,741-36.1% |
| Admin fee / account holder | $8,311 | $4,401+88.8% | $5,948+39.7% | $5,306+56.6% |