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 | $69,476 | $67,606+2.8% | $82,313-15.6% | $70,124-0.9% |
| Participation rate | 57.3% | 72.8%-15.4pp | 76.9%-19.6pp | 69.5%-12.2pp |
| Annual return | 22.62% | 21.57%+1.0pp | 25.88%-3.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $550 | $1,755-68.6% | $2,428-77.3% | $2,342-76.5% |
| Participant deferral / active EE | $3,649 | $2,987+22.1% | $3,706-1.6% | $3,332+9.5% |
| Admin fee / account holder | $2,047 | $4,512-54.6% | $5,608-63.5% | $4,645-55.9% |