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 | $67,436 | $46,297+45.7% | $71,671-5.9% | $62,293+8.3% |
| Participation rate | 26.0% | 60.6%-34.7pp | 68.7%-42.8pp | 69.5%-43.6pp |
| Annual return | 14.10% | 22.32%-8.2pp | 20.65%-6.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $784 | $1,412-44.4% | $2,460-68.1% | $2,042-61.6% |
| Participant deferral / active EE | $1,995 | $2,235-10.8% | $3,438-42.0% | $3,169-37.1% |
| Admin fee / account holder | $2,291 | $461+397.4% | $5,558-58.8% | $479+378.0% |