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 | $95,390 | $39,162+143.6% | $100,671-5.2% | $59,633+60.0% |
| Participation rate | 34.8% | 55.9%-21.0pp | 70.7%-35.9pp | 68.7%-33.8pp |
| Annual return | 2.18% | 21.07%-18.9pp | 20.43%-18.2pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $956 | $1,151-16.9% | $4,012-76.2% | $2,203-56.6% |
| Participant deferral / active EE | $1,480 | $1,992-25.7% | $3,144-52.9% | $3,192-53.6% |
| Admin fee / account holder | $336 | $2,969-88.7% | $4,850-93.1% | $4,297-92.2% |