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 | $62,629 | $81,487-23.1% | $102,412-38.8% | $80,935-22.6% |
| Participation rate | 59.8% | 66.8%-7.1pp | 74.5%-14.7pp | 67.7%-7.9pp |
| Annual return | 13.69% | 25.60%-11.9pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,247 | $3,103-59.8% | $3,870-67.8% | $2,757-54.8% |
| Participant deferral / active EE | $2,188 | $3,871-43.5% | $5,060-56.8% | $4,299-49.1% |
| Admin fee / account holder | $736 | $6,717-89.0% | $8,388-91.2% | $6,924-89.4% |