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 | $80,448 | $72,027+11.7% | $185,861-56.7% | $79,856+0.7% |
| Participation rate | 67.9% | 65.8%+2.1pp | 78.0%-10.2pp | 69.6%-1.8pp |
| Annual return | 17.28% | 23.13%-5.8pp | 35.96%-18.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,130 | $1,965+161.0% | $4,088+25.5% | $2,471+107.6% |
| Participant deferral / active EE | $3,791 | $3,780+0.3% | $5,634-32.7% | $3,741+1.3% |
| Admin fee / account holder | $9,072 | $4,513+101.0% | $9,503-4.5% | $5,306+71.0% |