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 | $93,449 | $108,825-14.1% | $156,181-40.2% | $82,448+13.3% |
| Participation rate | 34.5% | 72.4%-37.9pp | 78.8%-44.3pp | 68.1%-33.6pp |
| Annual return | 15.62% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,201 | $2,870-58.2% | $4,294-72.0% | $2,551-52.9% |
| Participant deferral / active EE | $3,395 | $4,577-25.8% | $6,132-44.6% | $4,139-18.0% |
| Admin fee / account holder | $2,372 | $9,341-74.6% | $14,586-83.7% | $7,234-67.2% |