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 | $74,108 | $71,353+3.9% | $92,805-20.1% | $86,983-14.8% |
| Participation rate | 68.6% | 80.9%-12.3pp | 83.5%-14.9pp | 69.5%-1.0pp |
| Annual return | 15.80% | 44.68%-28.9pp | 31.59%-15.8pp | 25.83%-10.0pp |
| Employer contribution / active EE | $84 | $2,468-96.6% | $3,424-97.5% | $2,584-96.8% |
| Participant deferral / active EE | $5,081 | $6,966-27.1% | $8,448-39.8% | $4,194+21.2% |
| Admin fee / account holder | $6,065 | $6,099-0.6% | $10,911-44.4% | $7,856-22.8% |