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 | $77,520 | $102,609-24.5% | $98,090-21.0% | $138,895-44.2% |
| Participation rate | 56.3% | 82.8%-26.5pp | 81.5%-25.3pp | 79.9%-23.7pp |
| Annual return | 17.30% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $352 | $3,867-90.9% | $3,606-90.2% | $4,194-91.6% |
| Participant deferral / active EE | $4,165 | $8,167-49.0% | $7,845-46.9% | $6,396-34.9% |
| Admin fee / account holder | $23,980 | $11,434+109.7% | $11,815+103.0% | $12,562+90.9% |