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 | $98,540 | $64,920+51.8% | $103,693-5.0% | $86,983+13.3% |
| Participation rate | 36.7% | 63.6%-26.9pp | 72.6%-36.0pp | 69.5%-32.9pp |
| Annual return | 16.32% | 30.29%-14.0pp | 47.61%-31.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $501 | $2,141-76.6% | $2,920-82.8% | $2,584-80.6% |
| Participant deferral / active EE | $1,486 | $3,241-54.2% | $4,579-67.6% | $4,194-64.6% |
| Admin fee / account holder | $2,226 | $6,191-64.1% | $7,858-71.7% | $7,856-71.7% |