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 | $66,975 | $64,501+3.8% | $108,753-38.4% | $65,306+2.6% |
| Participation rate | 34.5% | 50.8%-16.3pp | 71.1%-36.6pp | 57.7%-23.1pp |
| Annual return | 22.92% | 21.09%+1.8pp | 37.47%-14.5pp | 21.94%+1.0pp |
| Employer contribution / active EE | $695 | $1,069-35.0% | $2,427-71.4% | $1,967-64.7% |
| Participant deferral / active EE | $1,988 | $2,401-17.2% | $4,115-51.7% | $2,959-32.8% |
| Admin fee / account holder | $9,263 | $4,971+86.3% | $10,320-10.2% | $3,480+166.2% |