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 | $81,370 | $91,760-11.3% | $156,181-47.9% | $67,986+19.7% |
| Participation rate | 58.9% | 65.0%-6.1pp | 78.8%-19.9pp | 57.2%+1.7pp |
| Annual return | 25.26% | 18.14%+7.1pp | 64.87%-39.6pp | 31.67%-6.4pp |
| Employer contribution / active EE | $819 | $2,419-66.2% | $4,294-80.9% | $2,019-59.4% |
| Participant deferral / active EE | $3,577 | $3,960-9.7% | $6,132-41.7% | $3,358+6.5% |
| Admin fee / account holder | $10,508 | $3,949+166.1% | $14,586-28.0% | $3,203+228.1% |