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 | $70,825 | $67,602+4.8% | $82,312-14.0% | $70,126+1.0% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.9%-20.0pp | 69.5%-12.7pp |
| Annual return | 14.09% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $402 | $1,755-77.1% | $2,428-83.4% | $2,343-82.8% |
| Participant deferral / active EE | $4,676 | $2,987+56.5% | $3,706+26.2% | $3,332+40.3% |
| Admin fee / account holder | $9,600 | $4,512+112.8% | $5,608+71.2% | $4,645+106.7% |