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 | $97,640 | $64,734+50.8% | $90,796+7.5% | $64,097+52.3% |
| Participation rate | 41.7% | 53.2%-11.5pp | 69.5%-27.7pp | 55.2%-13.4pp |
| Annual return | 13.99% | 17.77%-3.8pp | 19.29%-5.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $1,067 | $1,703-37.4% | $2,294-53.5% | $1,891-43.6% |
| Participant deferral / active EE | $2,654 | $2,629+0.9% | $3,822-30.5% | $3,080-13.8% |
| Admin fee / account holder | $4,099 | $3,474+18.0% | $7,024-41.6% | $3,454+18.7% |