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 | $96,470 | $97,550-1.1% | $120,344-19.8% | $87,485+10.3% |
| Participation rate | 61.7% | 72.8%-11.2pp | 76.7%-15.0pp | 68.9%-7.3pp |
| Annual return | 12.48% | 18.41%-5.9pp | 20.30%-7.8pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,298 | $2,291-43.3% | $3,020-57.0% | $2,596-50.0% |
| Participant deferral / active EE | $3,180 | $4,230-24.8% | $5,135-38.1% | $4,274-25.6% |
| Admin fee / account holder | $13,950 | $9,543+46.2% | $12,742+9.5% | $7,775+79.4% |