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 | $86,999 | $65,041+33.8% | $90,965-4.4% | $79,858+8.9% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.0%-0.7pp | 69.6%-1.3pp |
| Annual return | 14.08% | 30.45%-16.4pp | 134.57%-120.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $481 | $1,247-61.5% | $2,122-77.4% | $2,471-80.6% |
| Participant deferral / active EE | $2,949 | $2,512+17.4% | $3,373-12.6% | $3,740-21.1% |
| Admin fee / account holder | $5,639 | $4,536+24.3% | $5,960-5.4% | $5,306+6.3% |