Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,997 | $114,712-32.0% | $173,730-55.1% | $87,485-10.8% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 18.65% | 20.18%-1.5pp | 19.96%-1.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,059 | $2,904-29.1% | $4,577-55.0% | $2,596-20.7% |
| Participant deferral / active EE | $4,620 | $4,642-0.5% | $6,326-27.0% | $4,274+8.1% |
| Admin fee / account holder | $1,508 | $10,210-85.2% | $17,523-91.4% | $7,775-80.6% |