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 | $77,162 | $99,875-22.7% | $146,866-47.5% | $86,983-11.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 14.18% | 28.10%-13.9pp | 102.85%-88.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $989 | $3,224-69.3% | $4,425-77.6% | $2,584-61.7% |
| Participant deferral / active EE | $3,204 | $6,322-49.3% | $7,759-58.7% | $4,194-23.6% |
| Admin fee / account holder | $1,641 | $7,838-79.1% | $13,620-88.0% | $7,856-79.1% |