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 | $84,403 | $102,245-17.4% | $89,340-5.5% | $137,256-38.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 14.51% | 21.89%-7.4pp | 20.57%-6.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $824 | $2,529-67.4% | $2,231-63.1% | $4,156-80.2% |
| Participant deferral / active EE | $2,235 | $4,436-49.6% | $3,823-41.5% | $6,407-65.1% |
| Admin fee / account holder | $1,107 | $8,085-86.3% | $6,704-83.5% | $12,270-91.0% |