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 | $79,074 | $55,457+42.6% | $77,361+2.2% | $94,015-15.9% |
| Participation rate | 59.3% | 69.8%-10.6pp | 75.0%-15.7pp | 70.8%-11.6pp |
| Annual return | 17.96% | 15.57%+2.4pp | 1011.54%-993.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $927 | $2,255-58.9% | $2,990-69.0% | $2,790-66.8% |
| Participant deferral / active EE | $4,566 | $3,069+48.8% | $3,911+16.8% | $4,249+7.5% |
| Admin fee / account holder | $2,050 | $4,334-52.7% | $5,894-65.2% | $8,951-77.1% |