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 | $77,097 | $76,834+0.3% | $108,359-28.9% | $87,485-11.9% |
| Participation rate | 48.5% | 61.7%-13.2pp | 70.1%-21.6pp | 68.9%-20.4pp |
| Annual return | 24.73% | 19.09%+5.6pp | 36.89%-12.2pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,541 | $1,556-1.0% | $2,399-35.8% | $2,596-40.6% |
| Participant deferral / active EE | $3,080 | $3,100-0.7% | $4,137-25.6% | $4,274-27.9% |
| Admin fee / account holder | $2,740 | $6,537-58.1% | $9,741-71.9% | $7,775-64.8% |