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 | $115,789 | $74,535+55.3% | $100,712+15.0% | $82,637+40.1% |
| Participation rate | 60.5% | 61.2%-0.7pp | 69.3%-8.8pp | 68.1%-7.6pp |
| Annual return | 17.06% | 18.92%-1.9pp | 33.27%-16.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $569 | $1,503-62.2% | $2,313-75.4% | $2,552-77.7% |
| Participant deferral / active EE | $4,883 | $3,074+58.9% | $4,085+19.5% | $4,126+18.3% |
| Admin fee / account holder | $2,978 | $6,576-54.7% | $9,256-67.8% | $7,339-59.4% |