Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,530 | $97,550-34.9% | $120,344-47.2% | $87,485-27.4% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.7%-9.0pp | 68.9%-1.2pp |
| Annual return | 16.71% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,571 | $2,291+12.2% | $3,020-14.9% | $2,596-1.0% |
| Participant deferral / active EE | $7,559 | $4,230+78.7% | $5,135+47.2% | $4,274+76.9% |
| Admin fee / account holder | $4,212 | $9,543-55.9% | $12,742-66.9% | $7,775-45.8% |