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 | $94,900 | $106,524-10.9% | $152,301-37.7% | $87,485+8.5% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.4%-39.6pp | 68.9%-26.1pp |
| Annual return | 16.21% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,671 | $3,371-50.4% | $4,624-63.9% | $2,596-35.7% |
| Participant deferral / active EE | $3,620 | $6,525-44.5% | $8,004-54.8% | $4,274-15.3% |
| Admin fee / account holder | $1,894 | $8,287-77.1% | $14,398-86.8% | $7,775-75.6% |