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 | $73,407 | $74,535-1.5% | $100,712-27.1% | $82,637-11.2% |
| Participation rate | 48.4% | 61.2%-12.7pp | 69.3%-20.8pp | 68.1%-19.6pp |
| Annual return | 14.88% | 18.92%-4.0pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $678 | $1,503-54.8% | $2,313-70.7% | $2,552-73.4% |
| Participant deferral / active EE | $4,282 | $3,074+39.3% | $4,085+4.8% | $4,126+3.8% |
| Admin fee / account holder | $8,768 | $6,576+33.3% | $9,256-5.3% | $7,339+19.5% |