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 | $82,188 | $81,446+0.9% | $103,374-20.5% | $80,874+1.6% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 17.35% | 25.57%-8.2pp | 24.89%-7.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,319 | $3,107-57.6% | $3,869-65.9% | $2,756-52.1% |
| Participant deferral / active EE | $2,611 | $3,870-32.5% | $5,058-48.4% | $4,297-39.2% |
| Admin fee / account holder | $3,268 | $6,715-51.3% | $8,394-61.1% | $6,935-52.9% |