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 | $73,148 | $78,015-6.2% | $178,505-59.0% | $80,959-9.6% |
| Participation rate | 60.5% | 65.7%-5.2pp | 77.1%-16.7pp | 67.7%-7.2pp |
| Annual return | 23.78% | 18.10%+5.7pp | 27.16%-3.4pp | 35.67%-11.9pp |
| Employer contribution / active EE | $2,241 | $2,281-1.8% | $3,955-43.3% | $2,757-18.7% |
| Participant deferral / active EE | $5,194 | $4,406+17.9% | $6,280-17.3% | $4,300+20.8% |
| Admin fee / account holder | $4,681 | $7,160-34.6% | $10,428-55.1% | $6,925-32.4% |