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 | $59,983 | $59,839+0.2% | $81,991-26.8% | $79,852-24.9% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.3%-5.3pp | 69.6%-5.6pp |
| Annual return | 13.23% | 17.56%-4.3pp | 41.31%-28.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $684 | $1,713-60.1% | $2,498-72.6% | $2,471-72.3% |
| Participant deferral / active EE | $1,910 | $2,695-29.1% | $3,722-48.7% | $3,740-48.9% |
| Admin fee / account holder | $6,159 | $4,287+43.7% | $5,665+8.7% | $5,306+16.1% |