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 | $112,469 | $76,834+46.4% | $108,359+3.8% | $87,485+28.6% |
| Participation rate | 58.6% | 61.7%-3.1pp | 70.1%-11.5pp | 68.9%-10.3pp |
| Annual return | 14.98% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $773 | $1,556-50.3% | $2,399-67.8% | $2,596-70.2% |
| Participant deferral / active EE | $5,825 | $3,100+87.9% | $4,137+40.8% | $4,274+36.3% |
| Admin fee / account holder | $1,764 | $6,537-73.0% | $9,741-81.9% | $7,775-77.3% |