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 | $90,640 | $43,075+110.4% | $74,577+21.5% | $62,881+44.1% |
| Participation rate | 59.0% | 58.1%+1.0pp | 68.1%-9.1pp | 69.3%-10.3pp |
| Annual return | 8.02% | 17.50%-9.5pp | 20.47%-12.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $827 | $1,498-44.7% | $2,525-67.2% | $2,281-63.7% |
| Participant deferral / active EE | $2,758 | $2,389+15.4% | $3,458-20.2% | $3,203-13.9% |
| Admin fee / account holder | $839 | $2,840-70.5% | $4,138-79.7% | $4,296-80.5% |