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 | $79,652 | $116,167-31.4% | $64,489+23.5% | $137,256-42.0% |
| Participation rate | 64.7% | 68.2%-3.5pp | 67.7%-3.0pp | 80.0%-15.3pp |
| Annual return | 12.78% | 36.55%-23.8pp | 55.03%-42.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,312 | $2,483-47.2% | $1,523-13.9% | $4,156-68.4% |
| Participant deferral / active EE | $2,823 | $4,215-33.0% | $2,778+1.6% | $6,407-55.9% |
| Admin fee / account holder | $4,982 | $6,188-19.5% | $4,260+17.0% | $12,270-59.4% |