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 | $56,665 | $54,541+3.9% | $78,778-28.1% | $70,126-19.2% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 19.92% | 21.07%-1.2pp | 35.62%-15.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $766 | $1,089-29.6% | $1,986-61.4% | $2,343-67.3% |
| Participant deferral / active EE | $1,888 | $2,210-14.6% | $2,958-36.2% | $3,332-43.3% |
| Admin fee / account holder | $1,582 | $3,709-57.4% | $5,134-69.2% | $4,645-66.0% |