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 | $78,602 | $76,696+2.5% | $96,515-18.6% | $71,511+9.9% |
| Participation rate | 65.4% | 66.6%-1.1pp | 74.3%-8.9pp | 67.9%-2.5pp |
| Annual return | 14.51% | 48.32%-33.8pp | 35.73%-21.2pp | 28.86%-14.3pp |
| Employer contribution / active EE | $1,897 | $3,032-37.4% | $3,740-49.3% | $2,589-26.7% |
| Participant deferral / active EE | $4,125 | $3,770+9.4% | $4,880-15.5% | $4,291-3.9% |
| Admin fee / account holder | $1,732 | $2,030-14.7% | $6,735-74.3% | $1,588+9.0% |