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 | $62,890 | $76,371-17.7% | $93,621-32.8% | $72,975-13.8% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 22.30% | 25.82%-3.5pp | 32.76%-10.5pp | 81.01%-58.7pp |
| Employer contribution / active EE | $2,021 | $2,276-11.2% | $2,719-25.7% | $2,440-17.2% |
| Participant deferral / active EE | $3,428 | $3,538-3.1% | $4,070-15.8% | $3,608-5.0% |
| Admin fee / account holder | $6,663 | $6,839-2.6% | $7,890-15.6% | $5,124+30.0% |