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 | $66,812 | $62,086+7.6% | $90,259-26.0% | $64,340+3.8% |
| Participation rate | 43.0% | 53.9%-10.9pp | 70.7%-27.8pp | 55.2%-12.3pp |
| Annual return | 15.00% | 16.73%-1.7pp | 18.88%-3.9pp | 24.14%-9.1pp |
| Employer contribution / active EE | $1,351 | $1,883-28.2% | $2,291-41.0% | $1,862-27.4% |
| Participant deferral / active EE | $2,824 | $2,557+10.4% | $3,827-26.2% | $2,980-5.2% |
| Admin fee / account holder | $4,864 | $3,317+46.6% | $7,267-33.1% | $3,703+31.4% |