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 | $102,883 | $71,197+44.5% | $93,669+9.8% | $80,925+27.1% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.7%-1.7pp |
| Annual return | 12.66% | 11.27%+1.4pp | 133.59%-120.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $753 | $1,565-51.9% | $2,424-68.9% | $2,756-72.7% |
| Participant deferral / active EE | $5,131 | $4,036+27.2% | $4,416+16.2% | $4,299+19.4% |
| Admin fee / account holder | $12,698 | $6,959+82.5% | $8,291+53.1% | $6,940+83.0% |