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 | $84,330 | $69,273+21.7% | $90,796-7.1% | $82,637+2.0% |
| Participation rate | 25.9% | 64.0%-38.2pp | 69.5%-43.6pp | 68.1%-42.2pp |
| Annual return | 15.98% | 18.37%-2.4pp | 19.29%-3.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $732 | $1,865-60.8% | $2,294-68.1% | $2,552-71.3% |
| Participant deferral / active EE | $1,397 | $3,047-54.2% | $3,822-63.5% | $4,126-66.1% |
| Admin fee / account holder | $2,780 | $5,511-49.5% | $7,024-60.4% | $7,339-62.1% |