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 | $125,775 | $105,284+19.5% | $150,734-16.6% | $94,015+33.8% |
| Participation rate | 46.3% | 71.7%-25.4pp | 78.4%-32.1pp | 70.8%-24.5pp |
| Annual return | 17.88% | 15.67%+2.2pp | 600.81%-582.9pp | 17.84%0pp |
| Employer contribution / active EE | $1,683 | $3,599-53.2% | $4,918-65.8% | $2,790-39.7% |
| Participant deferral / active EE | $3,312 | $4,274-22.5% | $5,610-41.0% | $4,249-22.1% |
| Admin fee / account holder | $951 | $9,839-90.3% | $14,905-93.6% | $8,951-89.4% |