Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,487 | $81,504-2.5% | $102,437-22.4% | $80,959-1.8% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 14.73% | 25.60%-10.9pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,379 | $3,104-55.6% | $3,871-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $3,880 | $3,871+0.2% | $5,060-23.3% | $4,300-9.8% |
| Admin fee / account holder | $4,453 | $6,719-33.7% | $8,388-46.9% | $6,925-35.7% |