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 | $89,609 | $71,878+24.7% | $86,698+3.4% | $68,486+30.8% |
| Participation rate | 48.3% | 72.2%-23.9pp | 76.6%-28.3pp | 67.9%-19.6pp |
| Annual return | 17.56% | 3.53%+14.0pp | 35.95%-18.4pp | -7.85%+25.4pp |
| Employer contribution / active EE | $967 | $2,173-55.5% | $2,837-65.9% | $2,597-62.8% |
| Participant deferral / active EE | $2,178 | $3,779-42.4% | $4,656-53.2% | $4,028-45.9% |
| Admin fee / account holder | $13,754 | $6,113+125.0% | $7,493+83.6% | $5,404+154.5% |