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 | $80,919 | $68,607+17.9% | $147,027-45.0% | $64,340+25.8% |
| Participation rate | 20.5% | 50.4%-29.9pp | 73.7%-53.3pp | 55.2%-34.8pp |
| Annual return | 27.16% | 13.75%+13.4pp | 20.23%+6.9pp | 24.14%+3.0pp |
| Employer contribution / active EE | $661 | $1,554-57.5% | $3,626-81.8% | $1,862-64.5% |
| Participant deferral / active EE | $1,656 | $2,402-31.0% | $4,933-66.4% | $2,980-44.4% |
| Admin fee / account holder | $11,643 | $3,287+254.2% | $12,223-4.7% | $3,703+214.5% |