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 | $73,741 | $55,684+32.4% | $75,900-2.8% | $72,976+1.0% |
| Participation rate | 57.6% | 61.1%-3.6pp | 69.3%-11.7pp | 69.5%-11.9pp |
| Annual return | 22.21% | 27.60%-5.4pp | 30.73%-8.5pp | 81.02%-58.8pp |
| Employer contribution / active EE | $303 | $1,687-82.0% | $2,501-87.9% | $2,440-87.6% |
| Participant deferral / active EE | $1,936 | $2,634-26.5% | $3,604-46.3% | $3,608-46.3% |
| Admin fee / account holder | $917 | $3,981-77.0% | $5,421-83.1% | $5,124-82.1% |