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 | $59,899 | $64,359-6.9% | $90,161-33.6% | $70,124-14.6% |
| Participation rate | 68.1% | 70.4%-2.3pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 18.93% | 28.13%-9.2pp | 34.89%-16.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $368 | $2,046-82.0% | $3,318-88.9% | $2,342-84.3% |
| Participant deferral / active EE | $5,063 | $4,389+15.4% | $5,287-4.2% | $3,332+52.0% |
| Admin fee / account holder | $1,521 | $3,945-61.4% | $5,943-74.4% | $4,645-67.3% |