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 | $65,650 | $55,932+17.4% | $76,735-14.4% | $67,986-3.4% |
| Participation rate | 22.6% | 50.8%-28.2pp | 69.5%-46.9pp | 57.2%-34.6pp |
| Annual return | 15.56% | 23.10%-7.5pp | 29.77%-14.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $772 | $1,487-48.1% | $2,454-68.5% | $2,019-61.8% |
| Participant deferral / active EE | $1,797 | $2,558-29.8% | $4,088-56.0% | $3,358-46.5% |
| Admin fee / account holder | $789 | $4,907-83.9% | $7,189-89.0% | $3,203-75.4% |