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 | $101,712 | $96,558+5.3% | $80,977+25.6% | $273,972-62.9% |
| Participation rate | 25.0% | 79.1%-54.1pp | 75.8%-50.8pp | 83.0%-58.0pp |
| Annual return | 8.76% | 15.14%-6.4pp | 17.11%-8.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,849 | $4,869-41.5% | $3,715-23.3% | $4,869-41.5% |
| Participant deferral / active EE | $4,892 | $6,598-25.9% | $5,696-14.1% | $5,287-7.5% |
| Admin fee / account holder | $809 | $7,493-89.2% | $5,517-85.3% | $10,133-92.0% |