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 | $98,785 | $77,814+27.0% | $158,223-37.6% | $86,983+13.6% |
| Participation rate | 44.7% | 68.4%-23.7pp | 79.2%-34.5pp | 69.5%-24.8pp |
| Annual return | 21.14% | 30.54%-9.4pp | 52.09%-31.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,691 | $2,592-34.8% | $4,109-58.9% | $2,584-34.6% |
| Participant deferral / active EE | $2,889 | $3,270-11.7% | $5,467-47.2% | $4,194-31.1% |
| Admin fee / account holder | $1,675 | $5,879-71.5% | $16,047-89.6% | $7,856-78.7% |