Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,319 | $58,493+32.2% | $84,021-8.0% | $72,975+6.0% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.0%-33.7pp | 69.5%-34.2pp |
| Annual return | 19.42% | 28.93%-9.5pp | 71.32%-51.9pp | 81.01%-61.6pp |
| Employer contribution / active EE | $322 | $1,163-72.3% | $1,984-83.8% | $2,440-86.8% |
| Participant deferral / active EE | $1,554 | $2,394-35.1% | $3,239-52.0% | $3,608-56.9% |
| Admin fee / account holder | $5,336 | $4,569+16.8% | $6,102-12.6% | $5,124+4.1% |