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 | $107,401 | $112,729-4.7% | $98,716+8.8% | $137,256-21.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 10.92% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,256 | $2,725-53.9% | $2,279-44.9% | $4,156-69.8% |
| Participant deferral / active EE | $4,872 | $4,640+5.0% | $4,048+20.4% | $6,407-24.0% |
| Admin fee / account holder | $5,601 | $10,129-44.7% | $8,703-35.6% | $12,270-54.4% |