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 | $85,710 | $58,627+46.2% | $76,735+11.7% | $82,448+4.0% |
| Participation rate | 18.4% | 63.2%-44.8pp | 69.5%-51.1pp | 68.1%-49.6pp |
| Annual return | 15.19% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $758 | $1,729-56.2% | $2,454-69.1% | $2,551-70.3% |
| Participant deferral / active EE | $2,767 | $3,134-11.7% | $4,088-32.3% | $4,139-33.2% |
| Admin fee / account holder | $5,351 | $5,323+0.5% | $7,189-25.6% | $7,234-26.0% |