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 | $84,385 | $64,920+30.0% | $103,693-18.6% | $86,983-3.0% |
| Participation rate | 52.0% | 63.6%-11.6pp | 72.6%-20.6pp | 69.5%-17.5pp |
| Annual return | 13.79% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $379 | $2,141-82.3% | $2,920-87.0% | $2,584-85.3% |
| Participant deferral / active EE | $2,468 | $3,241-23.9% | $4,579-46.1% | $4,194-41.2% |
| Admin fee / account holder | $4,797 | $6,191-22.5% | $7,858-39.0% | $7,856-38.9% |