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 | $95,415 | $69,977+36.4% | $108,582-12.1% | $62,881+51.7% |
| Participation rate | 33.3% | 72.9%-39.6pp | 79.6%-46.2pp | 69.3%-36.0pp |
| Annual return | 8.69% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,098 | $2,135-48.5% | $3,758-70.8% | $2,281-51.8% |
| Participant deferral / active EE | $2,267 | $3,165-28.4% | $4,311-47.4% | $3,203-29.2% |
| Admin fee / account holder | $424 | $5,076-91.6% | $7,645-94.5% | $4,296-90.1% |