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 | $118,527 | $106,524+11.3% | $152,301-22.2% | $87,485+35.5% |
| Participation rate | 26.5% | 75.8%-49.3pp | 82.4%-56.0pp | 68.9%-42.5pp |
| Annual return | 14.34% | 26.89%-12.5pp | 80.50%-66.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,890 | $3,371-43.9% | $4,624-59.1% | $2,596-27.2% |
| Participant deferral / active EE | $6,819 | $6,525+4.5% | $8,004-14.8% | $4,274+59.6% |
| Admin fee / account holder | $7,076 | $8,287-14.6% | $14,398-50.9% | $7,775-9.0% |