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 | $101,866 | $114,712-11.2% | $173,730-41.4% | $87,485+16.4% |
| Participation rate | 65.9% | 73.0%-7.1pp | 79.6%-13.7pp | 68.9%-3.1pp |
| Annual return | 17.24% | 20.18%-2.9pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,603 | $2,904+24.1% | $4,577-21.3% | $2,596+38.8% |
| Participant deferral / active EE | $6,787 | $4,642+46.2% | $6,326+7.3% | $4,274+58.8% |
| Admin fee / account holder | $2,831 | $10,210-72.3% | $17,523-83.8% | $7,775-63.6% |