Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,289 | $62,086-1.3% | $90,259-32.1% | $64,340-4.7% |
| Participation rate | 28.7% | 53.9%-25.2pp | 70.7%-42.0pp | 55.2%-26.5pp |
| Annual return | 19.43% | 16.73%+2.7pp | 18.88%+0.5pp | 24.14%-4.7pp |
| Employer contribution / active EE | $627 | $1,883-66.7% | $2,291-72.6% | $1,862-66.3% |
| Participant deferral / active EE | $1,313 | $2,557-48.6% | $3,827-65.7% | $2,980-55.9% |
| Admin fee / account holder | $2,710 | $3,317-18.3% | $7,267-62.7% | $3,703-26.8% |