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 | $112,561 | $68,607+64.1% | $147,027-23.4% | $64,340+74.9% |
| Participation rate | 28.3% | 50.4%-22.1pp | 73.7%-45.4pp | 55.2%-26.9pp |
| Annual return | 14.02% | 13.75%+0.3pp | 20.23%-6.2pp | 24.14%-10.1pp |
| Employer contribution / active EE | $458 | $1,554-70.5% | $3,626-87.4% | $1,862-75.4% |
| Participant deferral / active EE | $1,487 | $2,402-38.1% | $4,933-69.8% | $2,980-50.1% |
| Admin fee / account holder | $5,356 | $3,287+62.9% | $12,223-56.2% | $3,703+44.6% |