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 | $97,878 | $57,061+71.5% | $85,063+15.1% | $80,911+21.0% |
| Participation rate | 55.3% | 56.3%-1.0pp | 67.5%-12.2pp | 67.6%-12.3pp |
| Annual return | 18.66% | 21.66%-3.0pp | 66.54%-47.9pp | 35.63%-17.0pp |
| Employer contribution / active EE | $1,001 | $1,799-44.4% | $2,727-63.3% | $2,756-63.7% |
| Participant deferral / active EE | $3,592 | $3,110+15.5% | $4,523-20.6% | $4,297-16.4% |
| Admin fee / account holder | $1,963 | $4,986-60.6% | $6,155-68.1% | $6,935-71.7% |