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 | $80,966 | $106,864-24.2% | $147,318-45.0% | $82,637-2.0% |
| Participation rate | 31.8% | 75.5%-43.7pp | 82.1%-50.2pp | 68.1%-36.2pp |
| Annual return | 16.03% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,197 | $3,417-65.0% | $4,593-73.9% | $2,552-53.1% |
| Participant deferral / active EE | $2,513 | $6,496-61.3% | $7,906-68.2% | $4,126-39.1% |
| Admin fee / account holder | $9,735 | $8,415+15.7% | $13,708-29.0% | $7,339+32.6% |