Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,733 | $73,978-7.1% | $96,515-28.8% | $75,173-8.6% |
| Participation rate | 21.6% | 66.4%-44.8pp | 74.3%-52.7pp | 67.2%-45.6pp |
| Annual return | 15.17% | 26.72%-11.5pp | 35.73%-20.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $811 | $2,931-72.3% | $3,740-78.3% | $2,671-69.6% |
| Participant deferral / active EE | $1,572 | $3,660-57.1% | $4,880-67.8% | $4,126-61.9% |
| Admin fee / account holder | $1,940 | $5,219-62.8% | $6,735-71.2% | $5,651-65.7% |