Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,712 | $74,535-13.2% | $100,712-35.7% | $82,637-21.7% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.3%-33.6pp | 68.1%-32.3pp |
| Annual return | 21.27% | 18.92%+2.3pp | 33.27%-12.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $727 | $1,503-51.6% | $2,313-68.6% | $2,552-71.5% |
| Participant deferral / active EE | $2,821 | $3,074-8.2% | $4,085-31.0% | $4,126-31.6% |
| Admin fee / account holder | $6,917 | $6,576+5.2% | $9,256-25.3% | $7,339-5.7% |