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 | $80,615 | $51,708+55.9% | $106,619-24.4% | $62,881+28.2% |
| Participation rate | 22.9% | 66.9%-44.0pp | 78.0%-55.1pp | 69.3%-46.4pp |
| Annual return | 9.08% | 4.69%+4.4pp | 9.42%-0.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $597 | $1,764-66.1% | $3,947-84.9% | $2,281-73.8% |
| Participant deferral / active EE | $1,286 | $2,315-44.4% | $3,930-67.3% | $3,203-59.8% |
| Admin fee / account holder | $6,399 | $3,349+91.1% | $6,418-0.3% | $4,296+49.0% |