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 | $115,682 | $54,763+111.2% | $90,324+28.1% | $72,976+58.5% |
| Participation rate | 29.3% | 65.2%-35.8pp | 73.3%-44.0pp | 69.5%-40.2pp |
| Annual return | 16.95% | 30.63%-13.7pp | 78.15%-61.2pp | 81.02%-64.1pp |
| Employer contribution / active EE | $443 | $2,093-78.8% | $2,856-84.5% | $2,440-81.8% |
| Participant deferral / active EE | $1,267 | $2,887-56.1% | $3,885-67.4% | $3,608-64.9% |
| Admin fee / account holder | $679 | $3,973-82.9% | $5,356-87.3% | $5,124-86.8% |