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 | $87,312 | $54,541+60.1% | $78,778+10.8% | $70,126+24.5% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 20.09% | 21.07%-1.0pp | 35.62%-15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $617 | $1,089-43.3% | $1,986-68.9% | $2,343-73.7% |
| Participant deferral / active EE | $1,782 | $2,210-19.4% | $2,958-39.8% | $3,332-46.5% |
| Admin fee / account holder | $813 | $3,709-78.1% | $5,134-84.2% | $4,645-82.5% |