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 | $104,447 | $90,400+15.5% | $186,193-43.9% | $87,485+19.4% |
| Participation rate | 52.0% | 66.2%-14.2pp | 77.1%-25.1pp | 68.9%-16.9pp |
| Annual return | 17.09% | 22.15%-5.1pp | 78.03%-60.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,818 | $2,170-16.2% | $3,918-53.6% | $2,596-30.0% |
| Participant deferral / active EE | $3,542 | $4,330-18.2% | $6,513-45.6% | $4,274-17.1% |
| Admin fee / account holder | $3,706 | $8,673-57.3% | $11,058-66.5% | $7,775-52.3% |