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 | $65,809 | $83,898-21.6% | $133,346-50.6% | $94,015-30.0% |
| Participation rate | 62.9% | 63.4%-0.4pp | 72.8%-9.9pp | 70.8%-7.9pp |
| Annual return | 12.62% | 16.00%-3.4pp | 36.85%-24.2pp | 17.84%-5.2pp |
| Employer contribution / active EE | $759 | $1,821-58.3% | $2,853-73.4% | $2,790-72.8% |
| Participant deferral / active EE | $1,941 | $3,245-40.2% | $4,332-55.2% | $4,249-54.3% |
| Admin fee / account holder | $22,981 | $7,809+194.3% | $14,264+61.1% | $8,951+156.7% |