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 | $47,822 | $81,487-41.3% | $102,412-53.3% | $80,935-40.9% |
| Participation rate | 68.7% | 66.8%+1.8pp | 74.5%-5.8pp | 67.7%+1.0pp |
| Annual return | 13.26% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,869 | $3,103-7.6% | $3,870-25.9% | $2,757+4.1% |
| Participant deferral / active EE | $5,481 | $3,871+41.6% | $5,060+8.3% | $4,299+27.5% |
| Admin fee / account holder | $8,212 | $6,717+22.3% | $8,388-2.1% | $6,924+18.6% |