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 | $62,204 | $56,110+10.9% | $94,993-34.5% | $70,126-11.3% |
| Participation rate | 23.2% | 65.0%-41.8pp | 73.9%-50.7pp | 69.5%-46.3pp |
| Annual return | 20.61% | 51.02%-30.4pp | 27.14%-6.5pp | 73.15%-52.5pp |
| Employer contribution / active EE | $713 | $1,442-50.6% | $2,603-72.6% | $2,343-69.6% |
| Participant deferral / active EE | $1,332 | $2,391-44.3% | $3,317-59.8% | $3,332-60.0% |
| Admin fee / account holder | $3,289 | $3,456-4.8% | $4,960-33.7% | $4,645-29.2% |