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 | $71,661 | $81,504-12.1% | $102,437-30.0% | $80,959-11.5% |
| Participation rate | 51.9% | 66.9%-14.9pp | 74.5%-22.6pp | 67.7%-15.7pp |
| Annual return | 14.51% | 25.60%-11.1pp | 24.95%-10.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,648 | $3,104-46.9% | $3,871-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $2,981 | $3,871-23.0% | $5,060-41.1% | $4,300-30.7% |
| Admin fee / account holder | $4,057 | $6,719-39.6% | $8,388-51.6% | $6,925-41.4% |