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 | $106,360 | $101,950+4.3% | $125,529-15.3% | $86,983+22.3% |
| Participation rate | 51.4% | 70.2%-18.7pp | 74.7%-23.3pp | 69.5%-18.1pp |
| Annual return | 19.82% | 18.29%+1.5pp | 202.56%-182.7pp | 25.83%-6.0pp |
| Employer contribution / active EE | $2,299 | $2,358-2.5% | $3,058-24.8% | $2,584-11.0% |
| Participant deferral / active EE | $2,973 | $3,862-23.0% | $4,813-38.2% | $4,194-29.1% |
| Admin fee / account holder | $4,436 | $12,791-65.3% | $16,298-72.8% | $7,856-43.5% |