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 | $114,773 | $45,312+153.3% | $86,233+33.1% | $67,986+68.8% |
| Participation rate | 11.3% | 42.4%-31.1pp | 69.0%-57.7pp | 57.2%-45.9pp |
| Annual return | 17.45% | 24.79%-7.3pp | 61.39%-43.9pp | 31.67%-14.2pp |
| Employer contribution / active EE | $362 | $1,160-68.8% | $2,504-85.6% | $2,019-82.1% |
| Participant deferral / active EE | $764 | $2,185-65.0% | $4,559-83.2% | $3,358-77.2% |
| Admin fee / account holder | $3,472 | $3,295+5.4% | $8,342-58.4% | $3,203+8.4% |