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 | $74,969 | $109,620-31.6% | $148,496-49.5% | $94,015-20.3% |
| Participation rate | 50.0% | 71.3%-21.3pp | 76.0%-26.0pp | 70.8%-20.8pp |
| Annual return | 16.23% | 17.54%-1.3pp | 12.33%+3.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $972 | $2,618-62.9% | $3,497-72.2% | $2,790-65.2% |
| Participant deferral / active EE | $1,829 | $3,831-52.2% | $4,808-62.0% | $4,249-56.9% |
| Admin fee / account holder | $1,084 | $10,050-89.2% | $19,547-94.5% | $8,951-87.9% |