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 | $77,228 | $72,177+7.0% | $115,038-32.9% | $59,633+29.5% |
| Participation rate | 55.6% | 72.6%-17.0pp | 81.4%-25.8pp | 68.7%-13.1pp |
| Annual return | 1.71% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $2,239 | $2,841-21.2% | $4,608-51.4% | $2,203+1.6% |
| Participant deferral / active EE | $3,112 | $4,783-34.9% | $6,026-48.4% | $3,192-2.5% |
| Admin fee / account holder | $9,620 | $4,927+95.3% | $8,175+17.7% | $4,297+123.9% |