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 | $75,817 | $57,541+31.8% | $95,740-20.8% | $75,173+0.9% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 23.65% | 34.93%-11.3pp | 28.41%-4.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $584 | $1,808-67.7% | $2,836-79.4% | $2,671-78.1% |
| Participant deferral / active EE | $1,503 | $3,074-51.1% | $4,244-64.6% | $4,126-63.6% |
| Admin fee / account holder | $7,682 | $4,099+87.4% | $5,676+35.3% | $5,651+35.9% |