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 | $77,958 | $76,407+2.0% | $150,298-48.1% | $82,448-5.4% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 16.26% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,482 | $2,614-43.3% | $4,154-64.3% | $2,551-41.9% |
| Participant deferral / active EE | $4,483 | $3,214+39.5% | $5,453-17.8% | $4,139+8.3% |
| Admin fee / account holder | $1,794 | $6,352-71.8% | $14,116-87.3% | $7,234-75.2% |