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 | $91,673 | $109,620-16.4% | $148,496-38.3% | $94,015-2.5% |
| Participation rate | 62.5% | 71.3%-8.8pp | 76.0%-13.5pp | 70.8%-8.3pp |
| Annual return | 13.09% | 17.54%-4.4pp | 12.33%+0.8pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,299 | $2,618-50.4% | $3,497-62.9% | $2,790-53.5% |
| Participant deferral / active EE | $1,884 | $3,831-50.8% | $4,808-60.8% | $4,249-55.7% |
| Admin fee / account holder | $10,404 | $10,050+3.5% | $19,547-46.8% | $8,951+16.2% |