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 | $116,437 | $181,896-36.0% | $156,551-25.6% | $273,972-57.5% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 8.92% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,523 | $6,248-75.6% | $5,501-72.3% | $4,869-68.7% |
| Participant deferral / active EE | $4,173 | $5,550-24.8% | $4,871-14.3% | $5,287-21.1% |
| Admin fee / account holder | $17,411 | $15,560+11.9% | $13,028+33.6% | $10,133+71.8% |