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 | $89,428 | $60,165+48.6% | $74,184+20.5% | $55,167+62.1% |
| Participation rate | 35.2% | 74.2%-39.0pp | 76.6%-41.4pp | 69.0%-33.8pp |
| Annual return | 10.15% | 10.00%+0.2pp | 17.74%-7.6pp | 169.23%-159.1pp |
| Employer contribution / active EE | $959 | $1,600-40.1% | $2,370-59.5% | $1,963-51.1% |
| Participant deferral / active EE | $2,285 | $2,973-23.1% | $3,550-35.6% | $3,054-25.2% |
| Admin fee / account holder | $1,603 | $419+282.2% | $5,586-71.3% | $504+218.1% |