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 | $53,775 | $104,098-48.3% | $140,514-61.7% | $94,015-42.8% |
| Participation rate | 69.8% | 73.7%-3.9pp | 77.8%-8.0pp | 70.8%-1.0pp |
| Annual return | 11.82% | 15.14%-3.3pp | 14.36%-2.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,582 | $2,388-33.8% | $3,378-53.2% | $2,790-43.3% |
| Participant deferral / active EE | $2,059 | $4,033-48.9% | $4,919-58.1% | $4,249-51.5% |
| Admin fee / account holder | $1,326 | $10,439-87.3% | $13,697-90.3% | $8,951-85.2% |