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 | $99,969 | $71,208+40.4% | $93,681+6.7% | $80,911+23.6% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.6%-23.4pp |
| Annual return | 10.36% | 11.27%-0.9pp | 133.47%-123.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $931 | $1,564-40.5% | $2,422-61.6% | $2,756-66.2% |
| Participant deferral / active EE | $3,258 | $4,035-19.3% | $4,415-26.2% | $4,297-24.2% |
| Admin fee / account holder | $2,033 | $6,951-70.8% | $8,290-75.5% | $6,935-70.7% |