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 | $102,610 | $63,809+60.8% | $81,353+26.1% | $80,935+26.8% |
| Participation rate | 47.8% | 63.9%-16.1pp | 69.5%-21.7pp | 67.7%-19.8pp |
| Annual return | 11.00% | 16.37%-5.4pp | 24.82%-13.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,066 | $1,981-46.2% | $2,464-56.7% | $2,757-61.3% |
| Participant deferral / active EE | $3,103 | $3,093+0.3% | $3,885-20.1% | $4,299-27.8% |
| Admin fee / account holder | $3,996 | $5,686-29.7% | $5,766-30.7% | $6,924-42.3% |