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 | $79,575 | $72,273+10.1% | $101,275-21.4% | $79,856-0.4% |
| Participation rate | 38.6% | 68.5%-29.9pp | 75.8%-37.3pp | 69.6%-31.1pp |
| Annual return | 13.99% | 22.30%-8.3pp | 46.48%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $959 | $2,691-64.4% | $3,660-73.8% | $2,471-61.2% |
| Participant deferral / active EE | $2,179 | $3,282-33.6% | $4,371-50.2% | $3,741-41.8% |
| Admin fee / account holder | $580 | $4,401-86.8% | $5,948-90.2% | $5,306-89.1% |