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 | $105,058 | $65,395+60.7% | $182,540-42.4% | $72,975+44.0% |
| Participation rate | 57.6% | 65.4%-7.9pp | 78.0%-20.4pp | 69.5%-11.9pp |
| Annual return | 26.12% | 27.68%-1.6pp | 148.58%-122.5pp | 81.01%-54.9pp |
| Employer contribution / active EE | $370 | $1,911-80.7% | $4,076-90.9% | $2,440-84.9% |
| Participant deferral / active EE | $1,478 | $3,563-58.5% | $5,525-73.2% | $3,608-59.0% |
| Admin fee / account holder | $1,238 | $4,245-70.8% | $8,593-85.6% | $5,124-75.8% |