Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,714 | $81,331-19.2% | $155,534-57.7% | $80,935-18.8% |
| Participation rate | 58.8% | 66.3%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 12.16% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $839 | $3,105-73.0% | $4,675-82.1% | $2,757-69.6% |
| Participant deferral / active EE | $7,012 | $3,454+103.0% | $5,630+24.5% | $4,299+63.1% |
| Admin fee / account holder | $3,060 | $7,999-61.7% | $15,900-80.8% | $6,924-55.8% |