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 | $89,604 | $57,140+56.8% | $85,240+5.1% | $80,959+10.7% |
| Participation rate | 23.5% | 56.4%-32.9pp | 67.5%-44.0pp | 67.7%-44.1pp |
| Annual return | 11.45% | 21.71%-10.3pp | 66.75%-55.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,007 | $1,802-44.1% | $2,735-63.2% | $2,757-63.5% |
| Participant deferral / active EE | $1,944 | $3,115-37.6% | $4,527-57.1% | $4,300-54.8% |
| Admin fee / account holder | $6,704 | $4,992+34.3% | $6,165+8.8% | $6,925-3.2% |