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 | $68,515 | $81,504-15.9% | $102,437-33.1% | $80,959-15.4% |
| Participation rate | 36.9% | 66.9%-29.9pp | 74.5%-37.6pp | 67.7%-30.8pp |
| Annual return | 14.25% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $929 | $3,104-70.1% | $3,871-76.0% | $2,757-66.3% |
| Participant deferral / active EE | $1,691 | $3,871-56.3% | $5,060-66.6% | $4,300-60.7% |
| Admin fee / account holder | $17,697 | $6,719+163.4% | $8,388+111.0% | $6,925+155.5% |