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 | $69,512 | $80,983-14.2% | $96,544-28.0% | $75,177-7.5% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 15.22% | 27.05%-11.8pp | 25.88%-10.7pp | 160.75%-145.5pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $2,966-67.0% | $2,671-63.4% |
| Participant deferral / active EE | $3,219 | $3,929-18.1% | $4,851-33.6% | $4,126-22.0% |
| Admin fee / account holder | $5,357 | $6,717-20.2% | $8,254-35.1% | $5,651-5.2% |