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 | $94,754 | $65,704+44.2% | $94,229+0.6% | $59,633+58.9% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | 7.97% | 5.22%+2.8pp | 10.68%-2.7pp | 2041.45%-2033.5pp |
| Employer contribution / active EE | $1,279 | $2,021-36.7% | $3,587-64.3% | $2,203-41.9% |
| Participant deferral / active EE | $3,493 | $3,143+11.2% | $4,320-19.1% | $3,192+9.5% |
| Admin fee / account holder | $7,308 | $4,265+71.4% | $6,269+16.6% | $4,297+70.1% |