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 | $64,875 | $59,123+9.7% | $77,183-15.9% | $75,181-13.7% |
| Participation rate | 40.5% | 63.9%-23.3pp | 69.6%-29.0pp | 67.2%-26.7pp |
| Annual return | 20.42% | 26.72%-6.3pp | 37.89%-17.5pp | 160.69%-140.3pp |
| Employer contribution / active EE | $988 | $1,996-50.5% | $2,534-61.0% | $2,671-63.0% |
| Participant deferral / active EE | $2,044 | $2,999-31.9% | $3,833-46.7% | $4,126-50.5% |
| Admin fee / account holder | $701 | $4,776-85.3% | $5,475-87.2% | $5,650-87.6% |