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 | $62,207 | $67,602-8.0% | $82,312-24.4% | $70,126-11.3% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 18.44% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $440 | $1,755-74.9% | $2,428-81.9% | $2,343-81.2% |
| Participant deferral / active EE | $2,970 | $2,987-0.6% | $3,706-19.9% | $3,332-10.9% |
| Admin fee / account holder | $2,779 | $4,512-38.4% | $5,608-50.4% | $4,645-40.2% |