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 | $67,553 | $77,814-13.2% | $158,223-57.3% | $86,983-22.3% |
| Participation rate | 56.4% | 68.4%-12.0pp | 79.2%-22.8pp | 69.5%-13.2pp |
| Annual return | 16.42% | 30.54%-14.1pp | 52.09%-35.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $782 | $2,592-69.8% | $4,109-81.0% | $2,584-69.7% |
| Participant deferral / active EE | $1,659 | $3,270-49.3% | $5,467-69.7% | $4,194-60.5% |
| Admin fee / account holder | $2,541 | $5,879-56.8% | $16,047-84.2% | $7,856-67.7% |