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 | $70,245 | $69,273+1.4% | $90,796-22.6% | $82,637-15.0% |
| Participation rate | 57.1% | 64.0%-6.9pp | 69.5%-12.3pp | 68.1%-10.9pp |
| Annual return | 14.28% | 18.37%-4.1pp | 19.29%-5.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $3,012 | $1,865+61.5% | $2,294+31.3% | $2,552+18.0% |
| Participant deferral / active EE | $5,989 | $3,047+96.5% | $3,822+56.7% | $4,126+45.2% |
| Admin fee / account holder | $9,998 | $5,511+81.4% | $7,024+42.3% | $7,339+36.2% |