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 | $112,462 | $106,524+5.6% | $152,301-26.2% | $87,485+28.6% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.4%-33.9pp | 68.9%-20.4pp |
| Annual return | 20.44% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $1,748 | $3,371-48.2% | $4,624-62.2% | $2,596-32.7% |
| Participant deferral / active EE | $3,504 | $6,525-46.3% | $8,004-56.2% | $4,274-18.0% |
| Admin fee / account holder | $306 | $8,287-96.3% | $14,398-97.9% | $7,775-96.1% |