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 | $82,230 | $104,098-21.0% | $140,514-41.5% | $94,015-12.5% |
| Participation rate | 68.3% | 73.7%-5.4pp | 77.8%-9.5pp | 70.8%-2.5pp |
| Annual return | 14.37% | 15.14%-0.8pp | 14.36%0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,462 | $2,388+3.1% | $3,378-27.1% | $2,790-11.8% |
| Participant deferral / active EE | $6,589 | $4,033+63.4% | $4,919+34.0% | $4,249+55.1% |
| Admin fee / account holder | $3,904 | $10,439-62.6% | $13,697-71.5% | $8,951-56.4% |