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 | $106,893 | $123,478-13.4% | $216,567-50.6% | $94,015+13.7% |
| Participation rate | 59.5% | 75.1%-15.6pp | 81.6%-22.2pp | 70.8%-11.4pp |
| Annual return | 16.87% | 23.61%-6.7pp | 12.94%+3.9pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,288 | $3,136-58.9% | $5,216-75.3% | $2,790-53.8% |
| Participant deferral / active EE | $2,459 | $4,556-46.0% | $6,191-60.3% | $4,249-42.1% |
| Admin fee / account holder | $3,393 | $12,753-73.4% | $21,981-84.6% | $8,951-62.1% |