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 | $97,629 | $67,894+43.8% | $89,340+9.3% | $82,448+18.4% |
| Participation rate | 46.5% | 64.0%-17.6pp | 69.6%-23.1pp | 68.1%-21.6pp |
| Annual return | 14.61% | 19.21%-4.6pp | 20.57%-6.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $611 | $1,828-66.6% | $2,231-72.6% | $2,551-76.0% |
| Participant deferral / active EE | $2,211 | $3,072-28.1% | $3,823-42.2% | $4,139-46.6% |
| Admin fee / account holder | $55,897 | $5,723+876.7% | $6,704+733.8% | $7,234+672.7% |