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 | $98,426 | $80,983+21.5% | $96,544+1.9% | $75,177+30.9% |
| Participation rate | 60.4% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.8pp |
| Annual return | 16.20% | 27.05%-10.9pp | 25.88%-9.7pp | 160.75%-144.6pp |
| Employer contribution / active EE | $943 | $2,282-58.7% | $2,966-68.2% | $2,671-64.7% |
| Participant deferral / active EE | $2,252 | $3,929-42.7% | $4,851-53.6% | $4,126-45.4% |
| Admin fee / account holder | $8,216 | $6,717+22.3% | $8,254-0.5% | $5,651+45.4% |