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 | $90,208 | $106,524-15.3% | $152,301-40.8% | $87,485+3.1% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.4%-34.1pp | 68.9%-20.5pp |
| Annual return | 18.74% | 26.89%-8.1pp | 80.50%-61.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,500 | $3,371-55.5% | $4,624-67.6% | $2,596-42.2% |
| Participant deferral / active EE | $2,673 | $6,525-59.0% | $8,004-66.6% | $4,274-37.5% |
| Admin fee / account holder | $3,400 | $8,287-59.0% | $14,398-76.4% | $7,775-56.3% |