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 | $77,160 | $95,453-19.2% | $112,040-31.1% | $82,448-6.4% |
| Participation rate | 66.3% | 72.8%-6.4pp | 76.5%-10.2pp | 68.1%-1.8pp |
| Annual return | 15.43% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,842 | $2,318-20.5% | $2,954-37.6% | $2,551-27.8% |
| Participant deferral / active EE | $2,826 | $4,224-33.1% | $5,098-44.6% | $4,139-31.7% |
| Admin fee / account holder | $1,675 | $9,013-81.4% | $12,098-86.2% | $7,234-76.9% |