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 | $103,222 | $54,757+88.5% | $90,300+14.3% | $72,983+41.4% |
| Participation rate | 59.7% | 65.1%-5.4pp | 73.3%-13.6pp | 69.5%-9.8pp |
| Annual return | 22.25% | 30.63%-8.4pp | 78.11%-55.9pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,108 | $2,092-47.0% | $2,854-61.2% | $2,440-54.6% |
| Participant deferral / active EE | $3,997 | $2,887+38.5% | $3,884+2.9% | $3,608+10.8% |
| Admin fee / account holder | $2,147 | $3,972-45.9% | $5,353-59.9% | $5,124-58.1% |