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 | $74,888 | $81,504-8.1% | $102,437-26.9% | $80,959-7.5% |
| Participation rate | 36.7% | 66.9%-30.1pp | 74.5%-37.8pp | 67.7%-30.9pp |
| Annual return | 20.58% | 25.60%-5.0pp | 24.95%-4.4pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,761 | $3,104-43.3% | $3,871-54.5% | $2,757-36.1% |
| Participant deferral / active EE | $4,639 | $3,871+19.8% | $5,060-8.3% | $4,300+7.9% |
| Admin fee / account holder | $1,904 | $6,719-71.7% | $8,388-77.3% | $6,925-72.5% |