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 | $75,267 | $37,156+102.6% | $83,854-10.2% | $86,983-13.5% |
| Participation rate | 25.0% | 49.1%-24.1pp | 59.1%-34.1pp | 69.5%-44.5pp |
| Annual return | 14.63% | 29.88%-15.3pp | 31.39%-16.8pp | 25.83%-11.2pp |
| Employer contribution / active EE | $452 | $661-31.6% | $1,017-55.6% | $2,584-82.5% |
| Participant deferral / active EE | $1,885 | $1,418+32.9% | $2,035-7.4% | $4,194-55.1% |
| Admin fee / account holder | $6,553 | $2,510+161.1% | $3,197+105.0% | $7,856-16.6% |