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 | $88,251 | $56,894+55.1% | $84,753+4.1% | $62,881+40.3% |
| Participation rate | 53.4% | 68.5%-15.1pp | 76.6%-23.1pp | 69.3%-15.9pp |
| Annual return | 5.76% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,529 | $2,400-36.3% | $3,574-57.2% | $2,281-33.0% |
| Participant deferral / active EE | $1,155 | $2,709-57.4% | $3,712-68.9% | $3,203-63.9% |
| Admin fee / account holder | $820 | $3,581-77.1% | $5,333-84.6% | $4,296-80.9% |