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 | $59,355 | $46,877+26.6% | $122,354-51.5% | $70,124-15.4% |
| Participation rate | 69.7% | 58.2%+11.5pp | 71.6%-1.9pp | 69.5%+0.2pp |
| Annual return | 16.41% | 24.22%-7.8pp | 30.28%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,194 | $1,288-7.3% | $4,051-70.5% | $2,342-49.0% |
| Participant deferral / active EE | $2,628 | $2,167+21.2% | $3,287-20.1% | $3,332-21.1% |
| Admin fee / account holder | $1,835 | $3,324-44.8% | $5,479-66.5% | $4,645-60.5% |