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 | $72,021 | $81,504-11.6% | $102,437-29.7% | $80,959-11.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,629 | $3,104-47.5% | $3,871-57.9% | $2,757-40.9% |
| Participant deferral / active EE | $2,274 | $3,871-41.3% | $5,060-55.1% | $4,300-47.1% |
| Admin fee / account holder | $3,414 | $6,719-49.2% | $8,388-59.3% | $6,925-50.7% |