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 | $106,670 | $71,230+49.8% | $93,727+13.8% | $80,959+31.8% |
| Participation rate | 43.8% | 60.4%-16.6pp | 68.7%-25.0pp | 67.7%-23.9pp |
| Annual return | 12.04% | 11.26%+0.8pp | 133.83%-121.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $943 | $1,565-39.8% | $2,421-61.1% | $2,757-65.8% |
| Participant deferral / active EE | $2,153 | $4,037-46.7% | $4,417-51.3% | $4,300-49.9% |
| Admin fee / account holder | $3,152 | $6,961-54.7% | $8,292-62.0% | $6,925-54.5% |