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 | $80,525 | $78,015+3.2% | $178,505-54.9% | $80,959-0.5% |
| Participation rate | 53.0% | 65.7%-12.6pp | 77.1%-24.1pp | 67.7%-14.6pp |
| Annual return | 12.60% | 18.10%-5.5pp | 27.16%-14.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $687 | $2,281-69.9% | $3,955-82.6% | $2,757-75.1% |
| Participant deferral / active EE | $2,833 | $4,406-35.7% | $6,280-54.9% | $4,300-34.1% |
| Admin fee / account holder | $1,417 | $7,160-80.2% | $10,428-86.4% | $6,925-79.5% |