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 | $81,498 | $106,749-23.7% | $145,433-44.0% | $82,448-1.2% |
| Participation rate | 58.5% | 75.6%-17.2pp | 82.1%-23.6pp | 68.1%-9.6pp |
| Annual return | 29.92% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.7pp |
| Employer contribution / active EE | $3,017 | $3,444-12.4% | $4,554-33.8% | $2,551+18.3% |
| Participant deferral / active EE | $7,282 | $6,519+11.7% | $7,897-7.8% | $4,139+75.9% |
| Admin fee / account holder | $4,203 | $8,390-49.9% | $13,129-68.0% | $7,234-41.9% |