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 | $90,551 | $56,121+61.3% | $92,985-2.6% | $64,340+40.7% |
| Participation rate | 41.5% | 44.9%-3.4pp | 69.5%-28.0pp | 55.2%-13.7pp |
| Annual return | 13.47% | 19.19%-5.7pp | 27.99%-14.5pp | 24.14%-10.7pp |
| Employer contribution / active EE | $1,183 | $1,351-12.5% | $2,662-55.6% | $1,862-36.5% |
| Participant deferral / active EE | $3,261 | $2,362+38.0% | $4,377-25.5% | $2,980+9.4% |
| Admin fee / account holder | $8,549 | $6,869+24.5% | $9,463-9.7% | $3,703+130.9% |