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 | $65,448 | $35,183+86.0% | $73,550-11.0% | $70,126-6.7% |
| Participation rate | 53.3% | 42.9%+10.4pp | 54.9%-1.6pp | 69.5%-16.2pp |
| Annual return | 15.47% | 26.90%-11.4pp | -15.16%+30.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,031 | $709+45.4% | $1,219-15.5% | $2,343-56.0% |
| Participant deferral / active EE | $2,209 | $1,220+81.1% | $1,804+22.5% | $3,332-33.7% |
| Admin fee / account holder | $365 | $2,302-84.2% | $2,320-84.3% | $4,645-92.1% |