Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,424 | $59,440+1.7% | $78,004-22.5% | $82,637-26.9% |
| Participation rate | 25.0% | 62.8%-37.8pp | 69.4%-44.4pp | 68.1%-43.1pp |
| Annual return | 17.09% | 40.24%-23.2pp | 31.07%-14.0pp | 53.51%-36.4pp |
| Employer contribution / active EE | $977 | $1,750-44.2% | $2,469-60.4% | $2,552-61.7% |
| Participant deferral / active EE | $1,113 | $3,138-64.5% | $4,092-72.8% | $4,126-73.0% |
| Admin fee / account holder | $439 | $5,504-92.0% | $7,578-94.2% | $7,339-94.0% |