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 | $61,468 | $36,140+70.1% | $73,658-16.5% | $64,340-4.5% |
| Participation rate | 26.8% | 31.0%-4.3pp | 57.0%-30.3pp | 55.2%-28.5pp |
| Annual return | 14.19% | 21.48%-7.3pp | 29.72%-15.5pp | 24.14%-10.0pp |
| Employer contribution / active EE | $471 | $443+6.2% | $1,032-54.4% | $1,862-74.7% |
| Participant deferral / active EE | $643 | $1,023-37.1% | $2,062-68.8% | $2,980-78.4% |
| Admin fee / account holder | $3,461 | $2,513+37.7% | $3,357+3.1% | $3,703-6.5% |