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 | $97,940 | $56,277+74.0% | $80,976+20.9% | $62,891+55.7% |
| Participation rate | 63.5% | 69.0%-5.5pp | 75.8%-12.4pp | 69.3%-5.8pp |
| Annual return | 9.34% | 22.12%-12.8pp | 17.10%-7.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,479 | $4,195+30.6% | $5,696-3.8% | $3,203+71.1% |
| Admin fee / account holder | $7,652 | $3,741+104.6% | $5,516+38.7% | $4,296+78.1% |