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 | $87,020 | $107,421-19.0% | $182,262-52.3% | $94,015-7.4% |
| Participation rate | 59.5% | 77.8%-18.3pp | 84.2%-24.8pp | 70.8%-11.4pp |
| Annual return | 19.31% | 21.32%-2.0pp | 140.60%-121.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $2,007 | $3,448-41.8% | $5,046-60.2% | $2,790-28.1% |
| Participant deferral / active EE | $5,391 | $6,558-17.8% | $8,276-34.9% | $4,249+26.9% |
| Admin fee / account holder | $874 | $8,692-89.9% | $16,712-94.8% | $8,951-90.2% |