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 | $80,461 | $46,877+71.6% | $122,354-34.2% | $70,126+14.7% |
| Participation rate | 34.7% | 58.2%-23.5pp | 71.6%-36.9pp | 69.5%-34.8pp |
| Annual return | 17.43% | 24.22%-6.8pp | 30.28%-12.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $874 | $1,288-32.1% | $4,051-78.4% | $2,343-62.7% |
| Participant deferral / active EE | $2,417 | $2,167+11.5% | $3,287-26.5% | $3,332-27.5% |
| Admin fee / account holder | $335 | $3,324-89.9% | $5,479-93.9% | $4,645-92.8% |