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 | $76,047 | $54,541+39.4% | $78,778-3.5% | $70,126+8.4% |
| Participation rate | 58.7% | 60.8%-2.1pp | 69.2%-10.5pp | 69.5%-10.8pp |
| Annual return | 13.68% | 21.07%-7.4pp | 35.62%-21.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $410 | $1,089-62.3% | $1,986-79.4% | $2,343-82.5% |
| Participant deferral / active EE | $1,537 | $2,210-30.5% | $2,958-48.1% | $3,332-53.9% |
| Admin fee / account holder | $1,995 | $3,709-46.2% | $5,134-61.1% | $4,645-57.1% |