Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,360 | $95,404-23.1% | $113,397-35.3% | $82,637-11.2% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 15.31% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,794 | $2,307-22.2% | $2,977-39.7% | $2,552-29.7% |
| Participant deferral / active EE | $3,905 | $4,220-7.5% | $5,076-23.1% | $4,126-5.4% |
| Admin fee / account holder | $10,039 | $9,168+9.5% | $11,957-16.0% | $7,339+36.8% |