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 | $79,410 | $81,358-2.4% | $155,556-49.0% | $80,959-1.9% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 14.28% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $704 | $3,106-77.3% | $4,675-84.9% | $2,757-74.5% |
| Participant deferral / active EE | $2,389 | $3,455-30.9% | $5,631-57.6% | $4,300-44.5% |
| Admin fee / account holder | $2,278 | $7,994-71.5% | $15,885-85.7% | $6,925-67.1% |