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 | $112,024 | $73,988+51.4% | $96,538+16.0% | $75,177+49.0% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 18.75% | 26.73%-8.0pp | 35.74%-17.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,188 | $2,930-59.5% | $3,740-68.2% | $2,671-55.5% |
| Participant deferral / active EE | $4,160 | $3,660+13.6% | $4,880-14.8% | $4,126+0.8% |
| Admin fee / account holder | $872 | $5,220-83.3% | $6,737-87.1% | $5,651-84.6% |