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 | $77,101 | $58,627+31.5% | $76,735+0.5% | $82,448-6.5% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 13.91% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $677 | $1,729-60.8% | $2,454-72.4% | $2,551-73.5% |
| Participant deferral / active EE | $1,803 | $3,134-42.5% | $4,088-55.9% | $4,139-56.4% |
| Admin fee / account holder | $1,455 | $5,323-72.7% | $7,189-79.8% | $7,234-79.9% |