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 | $71,034 | $76,834-7.5% | $108,359-34.4% | $87,485-18.8% |
| Participation rate | 35.7% | 61.7%-26.0pp | 70.1%-34.4pp | 68.9%-33.2pp |
| Annual return | 12.47% | 19.09%-6.6pp | 36.89%-24.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $853 | $1,556-45.2% | $2,399-64.5% | $2,596-67.2% |
| Participant deferral / active EE | $1,524 | $3,100-50.8% | $4,137-63.2% | $4,274-64.3% |
| Admin fee / account holder | $3,661 | $6,537-44.0% | $9,741-62.4% | $7,775-52.9% |