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 | $93,485 | $71,230+31.2% | $93,727-0.3% | $80,959+15.5% |
| Participation rate | 38.3% | 60.4%-22.1pp | 68.7%-30.4pp | 67.7%-29.4pp |
| Annual return | 11.32% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $371 | $1,565-76.3% | $2,421-84.7% | $2,757-86.6% |
| Participant deferral / active EE | $2,069 | $4,037-48.8% | $4,417-53.2% | $4,300-51.9% |
| Admin fee / account holder | $8,438 | $6,961+21.2% | $8,292+1.8% | $6,925+21.8% |