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 | $72,399 | $95,453-24.2% | $112,040-35.4% | $82,448-12.2% |
| Participation rate | 40.9% | 72.8%-31.8pp | 76.5%-35.6pp | 68.1%-27.2pp |
| Annual return | 15.75% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,030 | $2,318-55.6% | $2,954-65.1% | $2,551-59.6% |
| Participant deferral / active EE | $2,340 | $4,224-44.6% | $5,098-54.1% | $4,139-43.5% |
| Admin fee / account holder | $2,950 | $9,013-67.3% | $12,098-75.6% | $7,234-59.2% |