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 | $104,812 | $81,487+28.6% | $102,412+2.3% | $80,935+29.5% |
| Participation rate | 30.6% | 66.8%-36.3pp | 74.5%-43.9pp | 67.7%-37.1pp |
| Annual return | 12.19% | 25.60%-13.4pp | 24.94%-12.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,597 | $3,103-48.5% | $3,870-58.7% | $2,757-42.1% |
| Participant deferral / active EE | $2,589 | $3,871-33.1% | $5,060-48.8% | $4,299-39.8% |
| Admin fee / account holder | $8,206 | $6,717+22.2% | $8,388-2.2% | $6,924+18.5% |