Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,964 | $81,504-12.9% | $102,437-30.7% | $80,959-12.3% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 17.74% | 25.60%-7.9pp | 24.95%-7.2pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,100 | $3,104-32.3% | $3,871-45.7% | $2,757-23.8% |
| Participant deferral / active EE | $5,261 | $3,871+35.9% | $5,060+4.0% | $4,300+22.3% |
| Admin fee / account holder | $1,794 | $6,719-73.3% | $8,388-78.6% | $6,925-74.1% |