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 | $67,547 | $81,487-17.1% | $102,412-34.0% | $80,935-16.5% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 14.09% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,530 | $3,103-50.7% | $3,870-60.5% | $2,757-44.5% |
| Participant deferral / active EE | $4,455 | $3,871+15.1% | $5,060-12.0% | $4,299+3.6% |
| Admin fee / account holder | $2,372 | $6,717-64.7% | $8,388-71.7% | $6,924-65.7% |