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 | $103,746 | $54,541+90.2% | $78,778+31.7% | $70,126+47.9% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.2%-0.8pp | 69.5%-1.1pp |
| Annual return | 15.09% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,027 | $1,089-5.6% | $1,986-48.3% | $2,343-56.1% |
| Participant deferral / active EE | $2,784 | $2,210+26.0% | $2,958-5.9% | $3,332-16.4% |
| Admin fee / account holder | $10,119 | $3,709+172.9% | $5,134+97.1% | $4,645+117.8% |