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 | $73,799 | $75,541-2.3% | $152,093-51.5% | $82,637-10.7% |
| Participation rate | 43.5% | 66.5%-23.1pp | 77.8%-34.3pp | 68.1%-24.6pp |
| Annual return | 16.61% | 32.56%-15.9pp | 66.36%-49.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $852 | $2,622-67.5% | $4,175-79.6% | $2,552-66.6% |
| Participant deferral / active EE | $1,687 | $3,206-47.4% | $5,451-69.1% | $4,126-59.1% |
| Admin fee / account holder | $6,398 | $6,405-0.1% | $14,497-55.9% | $7,339-12.8% |