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 | $83,405 | $106,524-21.7% | $152,301-45.2% | $87,485-4.7% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.4%-13.0pp | 68.9%+0.5pp |
| Annual return | 14.31% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $736 | $3,371-78.2% | $4,624-84.1% | $2,596-71.6% |
| Participant deferral / active EE | $3,915 | $6,525-40.0% | $8,004-51.1% | $4,274-8.4% |
| Admin fee / account holder | $1,102 | $8,287-86.7% | $14,398-92.3% | $7,775-85.8% |