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 | $101,011 | $52,682+91.7% | $78,004+29.5% | $64,097+57.6% |
| Participation rate | 29.4% | 47.7%-18.4pp | 69.4%-40.1pp | 55.2%-25.8pp |
| Annual return | 14.32% | 22.45%-8.1pp | 31.07%-16.7pp | 34.64%-20.3pp |
| Employer contribution / active EE | $730 | $1,323-44.8% | $2,469-70.4% | $1,891-61.4% |
| Participant deferral / active EE | $1,260 | $2,346-46.3% | $4,092-69.2% | $3,080-59.1% |
| Admin fee / account holder | $9,043 | $5,420+66.8% | $7,578+19.3% | $3,454+161.8% |