Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,135 | $97,289-36.1% | $92,805-33.0% | $155,188-60.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 11.36% | 29.03%-17.7pp | 31.59%-20.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $941 | $3,632-74.1% | $3,424-72.5% | $4,248-77.8% |
| Participant deferral / active EE | $3,311 | $8,795-62.4% | $8,448-60.8% | $6,531-49.3% |
| Admin fee / account holder | $473 | $12,015-96.1% | $10,911-95.7% | $14,480-96.7% |