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 | $77,961 | $78,690-0.9% | $161,489-51.7% | $87,485-10.9% |
| Participation rate | 51.5% | 67.5%-16.0pp | 78.7%-27.2pp | 68.9%-17.5pp |
| Annual return | 15.19% | 32.74%-17.6pp | 89.72%-74.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,796 | $2,588-30.6% | $4,268-57.9% | $2,596-30.8% |
| Participant deferral / active EE | $5,210 | $3,311+57.3% | $5,630-7.5% | $4,274+21.9% |
| Admin fee / account holder | $1,415 | $6,724-79.0% | $16,006-91.2% | $7,775-81.8% |