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 | $96,243 | $73,787+30.4% | $98,716-2.5% | $82,448+16.7% |
| Participation rate | 21.4% | 61.4%-40.0pp | 69.3%-47.9pp | 68.1%-46.6pp |
| Annual return | 17.59% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $982 | $1,511-35.0% | $2,279-56.9% | $2,551-61.5% |
| Participant deferral / active EE | $1,768 | $3,081-42.6% | $4,048-56.3% | $4,139-57.3% |
| Admin fee / account holder | $809 | $6,500-87.6% | $8,703-90.7% | $7,234-88.8% |