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 | $100,275 | $73,940+35.6% | $96,496+3.9% | $75,173+33.4% |
| Participation rate | 32.4% | 66.4%-34.0pp | 74.3%-41.9pp | 67.2%-34.8pp |
| Annual return | 14.51% | 26.71%-12.2pp | 35.70%-21.2pp | 160.65%-146.1pp |
| Employer contribution / active EE | $1,178 | $2,929-59.8% | $3,738-68.5% | $2,670-55.9% |
| Participant deferral / active EE | $2,788 | $3,659-23.8% | $4,879-42.9% | $4,126-32.4% |
| Admin fee / account holder | $1,550 | $5,216-70.3% | $6,731-77.0% | $5,651-72.6% |