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 | $113,183 | $107,809+5.0% | $97,032+16.6% | $155,188-27.1% |
| Participation rate | 43.5% | 75.5%-32.0pp | 71.6%-28.1pp | 80.8%-37.3pp |
| Annual return | 13.48% | 38.06%-24.6pp | 35.38%-21.9pp | 148.84%-135.4pp |
| Employer contribution / active EE | $324 | $2,911-88.9% | $2,629-87.7% | $4,248-92.4% |
| Participant deferral / active EE | $5,347 | $5,129+4.2% | $4,672+14.4% | $6,531-18.1% |
| Admin fee / account holder | $342 | $10,717-96.8% | $9,418-96.4% | $14,480-97.6% |