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 | $75,709 | $103,164-26.6% | $90,259-16.1% | $154,746-51.1% |
| Participation rate | 25.0% | 76.1%-51.1pp | 70.7%-45.7pp | 80.7%-55.7pp |
| Annual return | 15.09% | 19.25%-4.2pp | 18.88%-3.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $763 | $2,532-69.9% | $2,291-66.7% | $4,379-82.6% |
| Participant deferral / active EE | $3,564 | $4,422-19.4% | $3,827-6.9% | $6,730-47.0% |
| Admin fee / account holder | $1,211 | $8,593-85.9% | $7,267-83.3% | $14,365-91.6% |