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 | $95,374 | $71,230+33.9% | $93,727+1.8% | $80,959+17.8% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.0pp | 67.7%-26.0pp |
| Annual return | 12.90% | 11.26%+1.6pp | 133.83%-120.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $456 | $1,565-70.9% | $2,421-81.2% | $2,757-83.5% |
| Participant deferral / active EE | $1,562 | $4,037-61.3% | $4,417-64.6% | $4,300-63.7% |
| Admin fee / account holder | $4,378 | $6,961-37.1% | $8,292-47.2% | $6,925-36.8% |