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 | $72,138 | $72,272-0.2% | $101,264-28.8% | $79,858-9.7% |
| Participation rate | 36.1% | 68.5%-32.3pp | 75.8%-39.7pp | 69.6%-33.5pp |
| Annual return | 20.96% | 22.30%-1.3pp | 46.48%-25.5pp | 31.72%-10.8pp |
| Employer contribution / active EE | $1,501 | $2,692-44.2% | $3,660-59.0% | $2,471-39.3% |
| Participant deferral / active EE | $3,240 | $3,282-1.3% | $4,370-25.9% | $3,740-13.4% |
| Admin fee / account holder | $5,291 | $4,401+20.2% | $5,947-11.0% | $5,306-0.3% |