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 | $108,964 | $114,013-4.4% | $103,693+5.1% | $155,188-29.8% |
| Participation rate | 43.5% | 75.2%-31.7pp | 72.6%-29.2pp | 80.8%-37.3pp |
| Annual return | 19.24% | 49.31%-30.1pp | 47.61%-28.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,090 | $3,131-65.2% | $2,920-62.7% | $4,248-74.3% |
| Participant deferral / active EE | $4,585 | $4,970-7.7% | $4,579+0.1% | $6,531-29.8% |
| Admin fee / account holder | $6,373 | $8,407-24.2% | $7,858-18.9% | $14,480-56.0% |