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 | $115,168 | $145,431-20.8% | $211,142-45.5% | $87,485+31.6% |
| Participation rate | 62.1% | 84.7%-22.7pp | 87.3%-25.2pp | 68.9%-6.9pp |
| Annual return | 23.66% | 27.21%-3.5pp | 46.84%-23.2pp | 26.06%-2.4pp |
| Employer contribution / active EE | $1,926 | $4,662-58.7% | $6,442-70.1% | $2,596-25.8% |
| Participant deferral / active EE | $5,006 | $6,859-27.0% | $9,284-46.1% | $4,274+17.1% |
| Admin fee / account holder | $4,335 | $17,052-74.6% | $19,076-77.3% | $7,775-44.2% |