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 | $115,507 | $40,275+186.8% | $57,356+101.4% | $59,633+93.7% |
| Participation rate | 59.6% | 69.1%-9.6pp | 75.1%-15.5pp | 68.7%-9.1pp |
| Annual return | 0.96% | 27.52%-26.6pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,003 | $1,921+4.2% | $2,689-25.5% | $2,203-9.1% |
| Participant deferral / active EE | $3,359 | $2,400+39.9% | $3,162+6.2% | $3,192+5.2% |
| Admin fee / account holder | $708 | $2,820-74.9% | $3,357-78.9% | $4,297-83.5% |