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 | $57,579 | $51,466+11.9% | $78,778-26.9% | $62,293-7.6% |
| Participation rate | 42.1% | 59.8%-17.7pp | 69.2%-27.1pp | 69.5%-27.4pp |
| Annual return | 26.98% | 19.96%+7.0pp | 35.62%-8.6pp | 28.90%-1.9pp |
| Employer contribution / active EE | $659 | $827-20.4% | $1,986-66.8% | $2,042-67.7% |
| Participant deferral / active EE | $2,052 | $2,147-4.5% | $2,958-30.7% | $3,169-35.3% |
| Admin fee / account holder | $1,232 | $489+151.8% | $5,134-76.0% | $479+157.0% |