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 | $72,484 | $72,4920% | $87,102-16.8% | $72,983-0.7% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.9%-13.5pp | 69.5%-6.2pp |
| Annual return | 18.82% | 24.46%-5.6pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $823 | $1,894-56.5% | $2,521-67.3% | $2,440-66.3% |
| Participant deferral / active EE | $1,679 | $3,270-48.7% | $4,048-58.5% | $3,608-53.5% |
| Admin fee / account holder | $310 | $5,055-93.9% | $7,491-95.9% | $5,124-93.9% |