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 | $80,248 | $56,060+43.1% | $76,002+5.6% | $80,874-0.8% |
| Participation rate | 41.1% | 62.0%-21.0pp | 69.1%-28.0pp | 67.6%-26.6pp |
| Annual return | 11.38% | 20.54%-9.2pp | 360.07%-348.7pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,290 | $1,873-31.1% | $2,688-52.0% | $2,756-53.2% |
| Participant deferral / active EE | $2,481 | $3,051-18.7% | $4,257-41.7% | $4,297-42.3% |
| Admin fee / account holder | $2,747 | $5,237-47.6% | $6,414-57.2% | $6,935-60.4% |