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 | $93,044 | $72,492+28.4% | $87,104+6.8% | $72,975+27.5% |
| Participation rate | 52.1% | 72.8%-20.7pp | 76.9%-24.8pp | 69.5%-17.4pp |
| Annual return | 16.91% | 24.46%-7.5pp | 28.19%-11.3pp | 81.01%-64.1pp |
| Employer contribution / active EE | $693 | $1,894-63.4% | $2,521-72.5% | $2,440-71.6% |
| Participant deferral / active EE | $2,299 | $3,270-29.7% | $4,048-43.2% | $3,608-36.3% |
| Admin fee / account holder | $5,813 | $5,055+15.0% | $7,491-22.4% | $5,124+13.5% |