Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,762 | $81,487-2.1% | $102,412-22.1% | $80,935-1.5% |
| Participation rate | 23.7% | 66.8%-43.2pp | 74.5%-50.8pp | 67.7%-44.0pp |
| Annual return | 16.44% | 25.60%-9.2pp | 24.94%-8.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,107 | $3,103-64.3% | $3,870-71.4% | $2,757-59.8% |
| Participant deferral / active EE | $3,405 | $3,871-12.0% | $5,060-32.7% | $4,299-20.8% |
| Admin fee / account holder | $739 | $6,717-89.0% | $8,388-91.2% | $6,924-89.3% |