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 | $87,447 | $48,364+80.8% | $71,796+21.8% | $62,881+39.1% |
| Participation rate | 63.8% | 60.6%+3.2pp | 69.1%-5.3pp | 69.3%-5.5pp |
| Annual return | 7.87% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $213 | $1,042-79.6% | $1,924-88.9% | $2,281-90.7% |
| Participant deferral / active EE | $3,328 | $2,091+59.2% | $2,794+19.1% | $3,203+3.9% |
| Admin fee / account holder | $7,775 | $3,771+106.2% | $4,815+61.5% | $4,296+81.0% |