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 | $69,443 | $69,590-0.2% | $136,867-49.3% | $94,015-26.1% |
| Participation rate | 35.7% | 66.3%-30.6pp | 74.5%-38.8pp | 70.8%-35.1pp |
| Annual return | 17.64% | 19.62%-2.0pp | 42.97%-25.3pp | 17.84%-0.2pp |
| Employer contribution / active EE | $838 | $2,396-65.1% | $3,547-76.4% | $2,790-70.0% |
| Participant deferral / active EE | $1,400 | $3,437-59.3% | $4,924-71.6% | $4,249-67.1% |
| Admin fee / account holder | $3,529 | $8,912-60.4% | $10,340-65.9% | $8,951-60.6% |