Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,460 | $96,731+10.1% | $123,973-14.1% | $86,983+22.4% |
| Participation rate | 47.2% | 70.0%-22.8pp | 76.7%-29.4pp | 69.5%-22.3pp |
| Annual return | 19.28% | 17.33%+2.0pp | 388.13%-368.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,488 | $3,297-54.9% | $4,126-63.9% | $2,584-42.4% |
| Participant deferral / active EE | $3,484 | $4,152-16.1% | $5,247-33.6% | $4,194-16.9% |
| Admin fee / account holder | $2,034 | $8,722-76.7% | $11,799-82.8% | $7,856-74.1% |