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 | $67,646 | $58,851+14.9% | $115,170-41.3% | $72,975-7.3% |
| Participation rate | 35.3% | 65.5%-30.3pp | 75.9%-40.6pp | 69.5%-34.2pp |
| Annual return | 24.90% | 23.16%+1.7pp | 35.60%-10.7pp | 81.01%-56.1pp |
| Employer contribution / active EE | $811 | $1,798-54.9% | $3,179-74.5% | $2,440-66.8% |
| Participant deferral / active EE | $2,767 | $2,643+4.7% | $4,169-33.6% | $3,608-23.3% |
| Admin fee / account holder | $762 | $6,370-88.0% | $7,089-89.3% | $5,124-85.1% |