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 | $81,313 | $97,550-16.6% | $120,344-32.4% | $87,485-7.1% |
| Participation rate | 34.7% | 72.8%-38.2pp | 76.7%-42.0pp | 68.9%-34.3pp |
| Annual return | 16.89% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,208 | $2,291-47.3% | $3,020-60.0% | $2,596-53.5% |
| Participant deferral / active EE | $2,233 | $4,230-47.2% | $5,135-56.5% | $4,274-47.7% |
| Admin fee / account holder | $765 | $9,543-92.0% | $12,742-94.0% | $7,775-90.2% |