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 | $79,657 | $81,233-1.9% | $155,567-48.8% | $80,874-1.5% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 19.79% | 33.33%-13.5pp | 64.74%-44.9pp | 35.62%-15.8pp |
| Employer contribution / active EE | $907 | $3,101-70.7% | $4,674-80.6% | $2,756-67.1% |
| Participant deferral / active EE | $3,073 | $3,452-11.0% | $5,628-45.4% | $4,297-28.5% |
| Admin fee / account holder | $1,865 | $7,998-76.7% | $15,916-88.3% | $6,935-73.1% |