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 | $58,476 | $50,464+15.9% | $75,784-22.8% | $52,331+11.7% |
| Participation rate | 60.4% | 66.8%-6.4pp | 75.8%-15.5pp | 68.1%-7.7pp |
| Annual return | 1.09% | 1.03%+0.1pp | 9.68%-8.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $424 | $1,988-78.7% | $3,323-87.2% | $1,882-77.5% |
| Participant deferral / active EE | $2,680 | $2,570+4.3% | $3,652-26.6% | $3,022-11.3% |
| Admin fee / account holder | $4,350 | $1,103+294.4% | $5,300-17.9% | $592+635.3% |