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 | $110,178 | $72,027+53.0% | $185,835-40.7% | $79,852+38.0% |
| Participation rate | 21.7% | 65.8%-44.0pp | 78.0%-56.3pp | 69.6%-47.9pp |
| Annual return | 13.98% | 23.13%-9.1pp | 35.96%-22.0pp | 31.72%-17.7pp |
| Employer contribution / active EE | $454 | $1,965-76.9% | $4,087-88.9% | $2,471-81.6% |
| Participant deferral / active EE | $1,507 | $3,780-60.1% | $5,633-73.2% | $3,740-59.7% |
| Admin fee / account holder | $7,997 | $4,513+77.2% | $9,502-15.8% | $5,306+50.7% |