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 | $74,126 | $69,590+6.5% | $136,867-45.8% | $94,015-21.2% |
| Participation rate | 40.5% | 66.3%-25.8pp | 74.5%-34.0pp | 70.8%-30.3pp |
| Annual return | 17.20% | 19.62%-2.4pp | 42.97%-25.8pp | 17.84%-0.6pp |
| Employer contribution / active EE | $599 | $2,396-75.0% | $3,547-83.1% | $2,790-78.5% |
| Participant deferral / active EE | $1,521 | $3,437-55.7% | $4,924-69.1% | $4,249-64.2% |
| Admin fee / account holder | $2,394 | $8,912-73.1% | $10,340-76.8% | $8,951-73.2% |