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 | $157,042 | $88,707+77.0% | $74,184+111.7% | $273,972-42.7% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.74% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $786 | $3,159-75.1% | $2,370-66.8% | $4,869-83.9% |
| Participant deferral / active EE | $3,308 | $4,212-21.5% | $3,550-6.8% | $5,287-37.4% |
| Admin fee / account holder | $902 | $8,717-89.7% | $5,586-83.8% | $10,133-91.1% |