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 | $80,796 | $67,602+19.5% | $82,312-1.8% | $70,126+15.2% |
| Participation rate | 30.1% | 72.8%-42.7pp | 76.9%-46.8pp | 69.5%-39.4pp |
| Annual return | 18.55% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $380 | $1,755-78.4% | $2,428-84.4% | $2,343-83.8% |
| Participant deferral / active EE | $2,350 | $2,987-21.3% | $3,706-36.6% | $3,332-29.5% |
| Admin fee / account holder | $3,540 | $4,512-21.5% | $5,608-36.9% | $4,645-23.8% |