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 | $84,877 | $75,541+12.4% | $152,093-44.2% | $82,637+2.7% |
| Participation rate | 35.9% | 66.5%-30.6pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 14.98% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,069 | $2,622-59.2% | $4,175-74.4% | $2,552-58.1% |
| Participant deferral / active EE | $2,772 | $3,206-13.5% | $5,451-49.2% | $4,126-32.8% |
| Admin fee / account holder | $3,701 | $6,405-42.2% | $14,497-74.5% | $7,339-49.6% |