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 | $89,343 | $48,364+84.7% | $71,796+24.4% | $62,881+42.1% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 4.87% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $879 | $1,042-15.6% | $1,924-54.3% | $2,281-61.5% |
| Participant deferral / active EE | $3,397 | $2,091+62.4% | $2,794+21.6% | $3,203+6.1% |
| Admin fee / account holder | $3,642 | $3,771-3.4% | $4,815-24.4% | $4,296-15.2% |