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 | $79,672 | $107,809-26.1% | $97,032-17.9% | $155,188-48.7% |
| Participation rate | 57.1% | 75.5%-18.3pp | 71.6%-14.4pp | 80.8%-23.7pp |
| Annual return | 11.62% | 38.06%-26.4pp | 35.38%-23.8pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,757 | $2,911-39.6% | $2,629-33.2% | $4,248-58.6% |
| Participant deferral / active EE | $3,156 | $5,129-38.5% | $4,672-32.5% | $6,531-51.7% |
| Admin fee / account holder | $2,224 | $10,717-79.2% | $9,418-76.4% | $14,480-84.6% |