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 | $108,820 | $78,423+38.8% | $95,964+13.4% | $79,856+36.3% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.5pp |
| Annual return | 13.32% | 19.37%-6.1pp | 91.64%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $607 | $1,945-68.8% | $2,541-76.1% | $2,471-75.4% |
| Participant deferral / active EE | $2,427 | $3,440-29.5% | $4,167-41.8% | $3,741-35.1% |
| Admin fee / account holder | $1,322 | $5,622-76.5% | $6,797-80.5% | $5,306-75.1% |