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 | $104,678 | $74,535+40.4% | $100,712+3.9% | $82,637+26.7% |
| Participation rate | 42.0% | 61.2%-19.1pp | 69.3%-27.2pp | 68.1%-26.0pp |
| Annual return | 15.07% | 18.92%-3.9pp | 33.27%-18.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,322 | $1,503-12.0% | $2,313-42.8% | $2,552-48.2% |
| Participant deferral / active EE | $2,984 | $3,074-2.9% | $4,085-27.0% | $4,126-27.7% |
| Admin fee / account holder | $17,311 | $6,576+163.3% | $9,256+87.0% | $7,339+135.9% |