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 | $82,546 | $106,749-22.7% | $145,433-43.2% | $82,448+0.1% |
| Participation rate | 66.0% | 75.6%-9.6pp | 82.1%-16.1pp | 68.1%-2.1pp |
| Annual return | 19.38% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,349 | $3,444-31.8% | $4,554-48.4% | $2,551-7.9% |
| Participant deferral / active EE | $7,633 | $6,519+17.1% | $7,897-3.3% | $4,139+84.4% |
| Admin fee / account holder | $479 | $8,390-94.3% | $13,129-96.3% | $7,234-93.4% |