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 | $93,246 | $56,110+66.2% | $94,993-1.8% | $70,126+33.0% |
| Participation rate | 64.7% | 65.0%-0.3pp | 73.9%-9.2pp | 69.5%-4.8pp |
| Annual return | 16.91% | 51.02%-34.1pp | 27.14%-10.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $461 | $1,442-68.0% | $2,603-82.3% | $2,343-80.3% |
| Participant deferral / active EE | $2,898 | $2,391+21.2% | $3,317-12.6% | $3,332-13.0% |
| Admin fee / account holder | $692 | $3,456-80.0% | $4,960-86.0% | $4,645-85.1% |