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 | $96,964 | $60,349+60.7% | $74,184+30.7% | $62,881+54.2% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 8.07% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $2,856-55.7% | $3,550-64.4% | $3,203-60.5% |
| Admin fee / account holder | $7,277 | $4,261+70.8% | $5,586+30.3% | $4,296+69.4% |