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 | $103,702 | $27,826+272.7% | $65,583+58.1% | $71,529+45.0% |
| Participation rate | 33.3% | 57.6%-24.3pp | 65.0%-31.6pp | 67.9%-34.6pp |
| Annual return | 17.28% | 41.56%-24.3pp | 47.46%-30.2pp | 28.97%-11.7pp |
| Employer contribution / active EE | $249 | $1,405-82.3% | $1,692-85.3% | $2,590-90.4% |
| Participant deferral / active EE | $2,019 | $1,861+8.5% | $2,833-28.7% | $4,291-52.9% |
| Admin fee / account holder | $7,152 | $3,850+85.8% | $4,112+73.9% | $1,588+350.2% |