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 | $106,319 | $54,757+94.2% | $90,300+17.7% | $72,983+45.7% |
| Participation rate | 65.9% | 65.1%+0.8pp | 73.3%-7.4pp | 69.5%-3.6pp |
| Annual return | 20.11% | 30.63%-10.5pp | 78.11%-58.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $476 | $2,092-77.2% | $2,854-83.3% | $2,440-80.5% |
| Participant deferral / active EE | $1,123 | $2,887-61.1% | $3,884-71.1% | $3,608-68.9% |
| Admin fee / account holder | $2,164 | $3,972-45.5% | $5,353-59.6% | $5,124-57.8% |