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 | $80,594 | $67,602+19.2% | $82,312-2.1% | $70,126+14.9% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,998 | $2,987-33.1% | $3,706-46.1% | $3,332-40.0% |
| Admin fee / account holder | $643 | $4,512-85.7% | $5,608-88.5% | $4,645-86.2% |