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 | $79,272 | $153,769-48.4% | $133,975-40.8% | $273,972-71.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 18.21% | 36.51%-18.3pp | 29.29%-11.1pp | 41.46%-23.2pp |
| Employer contribution / active EE | $3,097 | $6,029-48.6% | $5,211-40.6% | $4,869-36.4% |
| Participant deferral / active EE | $7,469 | $6,958+7.3% | $6,282+18.9% | $5,287+41.3% |
| Admin fee / account holder | $2,276 | $11,765-80.7% | $9,324-75.6% | $10,133-77.5% |