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 | $72,983 | $80,855-9.7% | $153,416-52.4% | $86,983-16.1% |
| Participation rate | 52.1% | 64.1%-12.0pp | 74.3%-22.3pp | 69.5%-17.5pp |
| Annual return | 12.99% | 16.18%-3.2pp | 17.84%-4.9pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,201 | $2,308-4.6% | $3,764-41.5% | $2,584-14.8% |
| Participant deferral / active EE | $2,749 | $3,333-17.5% | $4,723-41.8% | $4,194-34.4% |
| Admin fee / account holder | $1,565 | $6,908-77.3% | $13,095-88.0% | $7,856-80.1% |