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 | $85,103 | $72,027+18.2% | $185,835-54.2% | $79,852+6.6% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.8pp | 69.6%-5.4pp |
| Annual return | 13.39% | 23.13%-9.7pp | 35.96%-22.6pp | 31.72%-18.3pp |
| Employer contribution / active EE | $943 | $1,965-52.0% | $4,087-76.9% | $2,471-61.9% |
| Participant deferral / active EE | $3,014 | $3,780-20.3% | $5,633-46.5% | $3,740-19.4% |
| Admin fee / account holder | $6,633 | $4,513+47.0% | $9,502-30.2% | $5,306+25.0% |