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 | $86,205 | $55,902+54.2% | $76,030+13.4% | $80,959+6.5% |
| Participation rate | 54.8% | 62.1%-7.3pp | 69.1%-14.3pp | 67.7%-12.9pp |
| Annual return | 11.90% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $607 | $1,867-67.5% | $2,688-77.4% | $2,757-78.0% |
| Participant deferral / active EE | $6,293 | $3,051+106.3% | $4,257+47.8% | $4,300+46.3% |
| Admin fee / account holder | $4,974 | $5,239-5.1% | $6,421-22.5% | $6,925-28.2% |