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 | $91,702 | $69,273+32.4% | $90,796+1.0% | $82,637+11.0% |
| Participation rate | 63.3% | 64.0%-0.7pp | 69.5%-6.2pp | 68.1%-4.7pp |
| Annual return | 14.03% | 18.37%-4.3pp | 19.29%-5.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,009 | $1,865-45.9% | $2,294-56.0% | $2,552-60.5% |
| Participant deferral / active EE | $1,562 | $3,047-48.7% | $3,822-59.1% | $4,126-62.1% |
| Admin fee / account holder | $10,800 | $5,511+96.0% | $7,024+53.8% | $7,339+47.2% |