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 | $73,447 | $86,949-15.5% | $102,460-28.3% | $80,959-9.3% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.3pp | 67.7%-7.4pp |
| Annual return | 14.36% | 18.89%-4.5pp | 29.47%-15.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,445 | $2,370-39.0% | $3,025-52.2% | $2,757-47.6% |
| Participant deferral / active EE | $2,647 | $4,121-35.8% | $5,056-47.6% | $4,300-38.4% |
| Admin fee / account holder | $2,398 | $8,048-70.2% | $9,460-74.6% | $6,925-65.4% |