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 | $75,037 | $41,377+81.3% | $109,313-31.4% | $62,881+19.3% |
| Participation rate | 45.5% | 57.5%-12.1pp | 71.3%-25.8pp | 69.3%-23.9pp |
| Annual return | 6.60% | 11.05%-4.4pp | 22.07%-15.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,288 | $1,276+0.9% | $3,892-66.9% | $2,281-43.6% |
| Participant deferral / active EE | $2,689 | $2,045+31.5% | $3,166-15.1% | $3,203-16.0% |
| Admin fee / account holder | $1,364 | $2,884-52.7% | $5,666-75.9% | $4,296-68.2% |