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 | $60,542 | $56,894+6.4% | $84,753-28.6% | $62,881-3.7% |
| Participation rate | 35.0% | 68.5%-33.5pp | 76.6%-41.6pp | 69.3%-34.3pp |
| Annual return | 8.62% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $894 | $2,400-62.8% | $3,574-75.0% | $2,281-60.8% |
| Participant deferral / active EE | $2,045 | $2,709-24.5% | $3,712-44.9% | $3,203-36.2% |
| Admin fee / account holder | $1,086 | $3,581-69.7% | $5,333-79.6% | $4,296-74.7% |