Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,697 | $73,787-16.4% | $98,716-37.5% | $82,448-25.2% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 16.59% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $542 | $1,511-64.1% | $2,279-76.2% | $2,551-78.7% |
| Participant deferral / active EE | $3,493 | $3,081+13.3% | $4,048-13.7% | $4,139-15.6% |
| Admin fee / account holder | $5,545 | $6,500-14.7% | $8,703-36.3% | $7,234-23.3% |