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 | $100,500 | $58,512+71.8% | $84,020+19.6% | $72,983+37.7% |
| Participation rate | 60.7% | 61.2%-0.5pp | 69.0%-8.3pp | 69.5%-8.8pp |
| Annual return | 18.06% | 28.93%-10.9pp | 71.31%-53.3pp | 81.01%-63.0pp |
| Employer contribution / active EE | $420 | $1,163-63.9% | $1,984-78.8% | $2,440-82.8% |
| Participant deferral / active EE | $2,566 | $2,394+7.2% | $3,239-20.8% | $3,608-28.9% |
| Admin fee / account holder | $615 | $4,569-86.5% | $6,101-89.9% | $5,124-88.0% |