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 | $88,743 | $35,183+152.2% | $73,550+20.7% | $70,126+26.5% |
| Participation rate | 35.7% | 42.9%-7.2pp | 54.9%-19.2pp | 69.5%-33.8pp |
| Annual return | 21.06% | 26.90%-5.8pp | -15.16%+36.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $991 | $709+39.9% | $1,219-18.7% | $2,343-57.7% |
| Participant deferral / active EE | $2,978 | $1,220+144.1% | $1,804+65.0% | $3,332-10.6% |
| Admin fee / account holder | $827 | $2,302-64.1% | $2,320-64.4% | $4,645-82.2% |