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 | $86,799 | $97,550-11.0% | $120,344-27.9% | $87,485-0.8% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.7%-36.2pp | 68.9%-28.4pp |
| Annual return | 14.57% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,493 | $2,291-34.8% | $3,020-50.6% | $2,596-42.5% |
| Participant deferral / active EE | $3,262 | $4,230-22.9% | $5,135-36.5% | $4,274-23.7% |
| Admin fee / account holder | $712 | $9,543-92.5% | $12,742-94.4% | $7,775-90.8% |