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 | $103,082 | $101,798+1.3% | $165,071-37.6% | $80,935+27.4% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 11.76% | 16.73%-5.0pp | 70.17%-58.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,887 | $2,954-36.1% | $4,347-56.6% | $2,757-31.5% |
| Participant deferral / active EE | $5,639 | $4,476+26.0% | $6,035-6.6% | $4,299+31.2% |
| Admin fee / account holder | $3,654 | $8,221-55.5% | $12,695-71.2% | $6,924-47.2% |