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 | $116,932 | $93,589+24.9% | $135,942-14.0% | $75,181+55.5% |
| Participation rate | 59.6% | 75.2%-15.6pp | 81.9%-22.3pp | 67.2%-7.6pp |
| Annual return | 19.03% | 30.90%-11.9pp | 68.28%-49.2pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,858 | $3,537-47.5% | $4,858-61.8% | $2,671-30.4% |
| Participant deferral / active EE | $4,172 | $6,405-34.9% | $7,759-46.2% | $4,126+1.1% |
| Admin fee / account holder | $2,950 | $6,977-57.7% | $10,764-72.6% | $5,650-47.8% |