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 | $126,606 | $86,050+47.1% | $189,758-33.3% | $94,015+34.7% |
| Participation rate | 47.1% | 68.9%-21.8pp | 79.8%-32.7pp | 70.8%-23.8pp |
| Annual return | 16.67% | 17.77%-1.1pp | 52.62%-35.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,044 | $2,819-63.0% | $4,767-78.1% | $2,790-62.6% |
| Participant deferral / active EE | $2,056 | $3,349-38.6% | $5,856-64.9% | $4,249-51.6% |
| Admin fee / account holder | $1,706 | $6,627-74.3% | $20,388-91.6% | $8,951-80.9% |