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 | $82,974 | $57,061+45.4% | $85,063-2.5% | $80,911+2.6% |
| Participation rate | 45.1% | 56.3%-11.3pp | 67.5%-22.4pp | 67.6%-22.6pp |
| Annual return | 20.46% | 21.66%-1.2pp | 66.54%-46.1pp | 35.63%-15.2pp |
| Employer contribution / active EE | $1,564 | $1,799-13.0% | $2,727-42.6% | $2,756-43.2% |
| Participant deferral / active EE | $2,847 | $3,110-8.5% | $4,523-37.0% | $4,297-33.7% |
| Admin fee / account holder | $9,338 | $4,986+87.3% | $6,155+51.7% | $6,935+34.7% |