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 | $111,936 | $78,690+42.3% | $161,489-30.7% | $87,485+27.9% |
| Participation rate | 42.5% | 67.5%-25.0pp | 78.7%-36.2pp | 68.9%-26.4pp |
| Annual return | 17.17% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $656 | $2,588-74.7% | $4,268-84.6% | $2,596-74.7% |
| Participant deferral / active EE | $3,366 | $3,311+1.7% | $5,630-40.2% | $4,274-21.2% |
| Admin fee / account holder | $1,833 | $6,724-72.7% | $16,006-88.5% | $7,775-76.4% |