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 | $99,286 | $73,787+34.6% | $98,716+0.6% | $82,448+20.4% |
| Participation rate | 64.2% | 61.4%+2.8pp | 69.3%-5.1pp | 68.1%-3.9pp |
| Annual return | 15.32% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,065 | $1,511-29.5% | $2,279-53.3% | $2,551-58.3% |
| Participant deferral / active EE | $3,794 | $3,081+23.1% | $4,048-6.3% | $4,139-8.3% |
| Admin fee / account holder | $7,926 | $6,500+21.9% | $8,703-8.9% | $7,234+9.6% |