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 | $79,135 | $100,194-21.0% | $122,979-35.7% | $86,983-9.0% |
| Participation rate | 52.9% | 73.0%-20.0pp | 77.2%-24.2pp | 69.5%-16.6pp |
| Annual return | 16.43% | 16.47%0pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,129 | $2,326-8.5% | $3,062-30.5% | $2,584-17.6% |
| Participant deferral / active EE | $3,597 | $4,133-13.0% | $5,003-28.1% | $4,194-14.2% |
| Admin fee / account holder | $3,132 | $10,148-69.1% | $12,864-75.7% | $7,856-60.1% |