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 | $96,193 | $71,208+35.1% | $93,681+2.7% | $80,911+18.9% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.6%-6.9pp |
| Annual return | 10.36% | 11.27%-0.9pp | 133.47%-123.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,329 | $1,564-15.1% | $2,422-45.1% | $2,756-51.8% |
| Participant deferral / active EE | $3,252 | $4,035-19.4% | $4,415-26.3% | $4,297-24.3% |
| Admin fee / account holder | $986 | $6,951-85.8% | $8,290-88.1% | $6,935-85.8% |