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 | $111,288 | $67,894+63.9% | $89,340+24.6% | $82,448+35.0% |
| Participation rate | 28.9% | 64.0%-35.2pp | 69.6%-40.7pp | 68.1%-39.2pp |
| Annual return | 17.69% | 19.21%-1.5pp | 20.57%-2.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $900 | $1,828-50.7% | $2,231-59.7% | $2,551-64.7% |
| Participant deferral / active EE | $1,407 | $3,072-54.2% | $3,823-63.2% | $4,139-66.0% |
| Admin fee / account holder | $2,642 | $5,723-53.8% | $6,704-60.6% | $7,234-63.5% |