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 | $66,425 | $72,492-8.4% | $87,104-23.7% | $72,975-9.0% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.1pp |
| Annual return | 16.01% | 24.46%-8.4pp | 28.19%-12.2pp | 81.01%-65.0pp |
| Employer contribution / active EE | $798 | $1,894-57.9% | $2,521-68.4% | $2,440-67.3% |
| Participant deferral / active EE | $2,529 | $3,270-22.6% | $4,048-37.5% | $3,608-29.9% |
| Admin fee / account holder | $2,421 | $5,055-52.1% | $7,491-67.7% | $5,124-52.8% |