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 | $97,038 | $62,672+54.8% | $185,117-47.6% | $70,126+38.4% |
| Participation rate | 67.7% | 63.8%+4.0pp | 77.3%-9.5pp | 69.5%-1.8pp |
| Annual return | 17.00% | 40.79%-23.8pp | 40.50%-23.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,025 | $1,753-41.5% | $4,182-75.5% | $2,343-56.2% |
| Participant deferral / active EE | $4,743 | $3,272+45.0% | $5,045-6.0% | $3,332+42.4% |
| Admin fee / account holder | $627 | $3,932-84.1% | $8,159-92.3% | $4,645-86.5% |