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 | $63,039 | $72,492-13.0% | $87,104-27.6% | $72,975-13.6% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.9%-18.0pp | 69.5%-10.7pp |
| Annual return | 26.40% | 24.46%+1.9pp | 28.19%-1.8pp | 81.01%-54.6pp |
| Employer contribution / active EE | $907 | $1,894-52.1% | $2,521-64.0% | $2,440-62.8% |
| Participant deferral / active EE | $3,345 | $3,270+2.3% | $4,048-17.4% | $3,608-7.3% |
| Admin fee / account holder | $4,325 | $5,055-14.4% | $7,491-42.3% | $5,124-15.6% |