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 | $81,655 | $63,845+27.9% | $81,370+0.4% | $80,959+0.9% |
| Participation rate | 43.4% | 63.9%-20.5pp | 69.5%-26.1pp | 67.7%-24.3pp |
| Annual return | 14.38% | 16.37%-2.0pp | 24.85%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $670 | $1,980-66.1% | $2,464-72.8% | $2,757-75.7% |
| Participant deferral / active EE | $2,818 | $3,093-8.9% | $3,885-27.5% | $4,300-34.5% |
| Admin fee / account holder | $1,419 | $5,688-75.1% | $5,749-75.3% | $6,925-79.5% |