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 | $98,367 | $36,844+167.0% | $83,854+17.3% | $65,306+50.6% |
| Participation rate | 34.8% | 29.2%+5.5pp | 59.1%-24.4pp | 57.7%-22.9pp |
| Annual return | 14.69% | 22.28%-7.6pp | 31.39%-16.7pp | 21.94%-7.3pp |
| Employer contribution / active EE | $877 | $415+111.4% | $1,017-13.8% | $1,967-55.4% |
| Participant deferral / active EE | $2,007 | $1,040+93.0% | $2,035-1.4% | $2,959-32.2% |
| Admin fee / account holder | $1,955 | $2,546-23.2% | $3,197-38.8% | $3,480-43.8% |