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 | $108,717 | $136,307-20.2% | $106,619+2.0% | $273,972-60.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 10.59% | 11.05%-0.5pp | 9.42%+1.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $10,556 | $5,190+103.4% | $3,947+167.5% | $4,869+116.8% |
| Participant deferral / active EE | $11,795 | $4,969+137.3% | $3,930+200.1% | $5,287+123.1% |
| Admin fee / account holder | $4,427 | $8,625-48.7% | $6,418-31.0% | $10,133-56.3% |