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 | $110,390 | $58,627+88.3% | $76,735+43.9% | $82,448+33.9% |
| Participation rate | 50.9% | 63.2%-12.3pp | 69.5%-18.6pp | 68.1%-17.2pp |
| Annual return | 14.25% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,035 | $1,729-40.1% | $2,454-57.8% | $2,551-59.4% |
| Participant deferral / active EE | $2,206 | $3,134-29.6% | $4,088-46.0% | $4,139-46.7% |
| Admin fee / account holder | $8,926 | $5,323+67.7% | $7,189+24.2% | $7,234+23.4% |