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 | $111,672 | $161,352-30.8% | $134,172-16.8% | $137,256-18.6% |
| Participation rate | 55.6% | 78.3%-22.7pp | 72.5%-16.9pp | 80.0%-24.4pp |
| Annual return | 17.27% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $884 | $4,099-78.4% | $3,420-74.1% | $4,156-78.7% |
| Participant deferral / active EE | $2,131 | $5,552-61.6% | $4,690-54.6% | $6,407-66.7% |
| Admin fee / account holder | $382 | $15,028-97.5% | $12,016-96.8% | $12,270-96.9% |