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 | $96,014 | $75,541+27.1% | $152,093-36.9% | $82,637+16.2% |
| Participation rate | 65.9% | 66.5%-0.7pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 15.64% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,485 | $2,622-43.4% | $4,175-64.4% | $2,552-41.8% |
| Participant deferral / active EE | $3,764 | $3,206+17.4% | $5,451-31.0% | $4,126-8.8% |
| Admin fee / account holder | $2,560 | $6,405-60.0% | $14,497-82.3% | $7,339-65.1% |