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 | $101,600 | $62,672+62.1% | $185,117-45.1% | $70,126+44.9% |
| Participation rate | 64.2% | 63.8%+0.4pp | 77.3%-13.1pp | 69.5%-5.4pp |
| Annual return | 15.58% | 40.79%-25.2pp | 40.50%-24.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,227 | $1,753-30.0% | $4,182-70.6% | $2,343-47.6% |
| Participant deferral / active EE | $2,806 | $3,272-14.2% | $5,045-44.4% | $3,332-15.8% |
| Admin fee / account holder | $768 | $3,932-80.5% | $8,159-90.6% | $4,645-83.5% |