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 | $96,367 | $67,602+42.6% | $82,312+17.1% | $70,126+37.4% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 13.37% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $685 | $1,755-60.9% | $2,428-71.8% | $2,343-70.7% |
| Participant deferral / active EE | $2,175 | $2,987-27.2% | $3,706-41.3% | $3,332-34.7% |
| Admin fee / account holder | $3,874 | $4,512-14.1% | $5,608-30.9% | $4,645-16.6% |