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 | $73,621 | $76,834-4.2% | $108,359-32.1% | $87,485-15.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 17.05% | 19.09%-2.0pp | 36.89%-19.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,441 | $1,556-7.4% | $2,399-40.0% | $2,596-44.5% |
| Participant deferral / active EE | $4,146 | $3,100+33.7% | $4,137+0.2% | $4,274-3.0% |
| Admin fee / account holder | $5,844 | $6,537-10.6% | $9,741-40.0% | $7,775-24.8% |