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 | $79,896 | $64,920+23.1% | $103,693-22.9% | $86,983-8.1% |
| Participation rate | 58.0% | 63.6%-5.6pp | 72.6%-14.7pp | 69.5%-11.6pp |
| Annual return | 11.89% | 30.29%-18.4pp | 47.61%-35.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,373 | $2,141-35.9% | $2,920-53.0% | $2,584-46.9% |
| Participant deferral / active EE | $3,508 | $3,241+8.2% | $4,579-23.4% | $4,194-16.4% |
| Admin fee / account holder | $2,984 | $6,191-51.8% | $7,858-62.0% | $7,856-62.0% |