Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,177 | $64,010+20.6% | $108,359-28.8% | $64,340+20.0% |
| Participation rate | 36.9% | 49.4%-12.5pp | 70.1%-33.2pp | 55.2%-18.4pp |
| Annual return | 16.34% | 19.74%-3.4pp | 36.89%-20.6pp | 24.14%-7.8pp |
| Employer contribution / active EE | $358 | $1,029-65.2% | $2,399-85.1% | $1,862-80.8% |
| Participant deferral / active EE | $1,433 | $2,395-40.2% | $4,137-65.4% | $2,980-51.9% |
| Admin fee / account holder | $863 | $4,885-82.3% | $9,741-91.1% | $3,703-76.7% |