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 | $99,723 | $78,015+27.8% | $178,505-44.1% | $80,959+23.2% |
| Participation rate | 69.0% | 65.7%+3.3pp | 77.1%-8.2pp | 67.7%+1.3pp |
| Annual return | 13.48% | 18.10%-4.6pp | 27.16%-13.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,393 | $2,281-38.9% | $3,955-64.8% | $2,757-49.5% |
| Participant deferral / active EE | $5,704 | $4,406+29.5% | $6,280-9.2% | $4,300+32.6% |
| Admin fee / account holder | $452 | $7,160-93.7% | $10,428-95.7% | $6,925-93.5% |