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 | $109,563 | $81,476+34.5% | $102,383+7.0% | $80,925+35.4% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 13.59% | 25.59%-12.0pp | 24.94%-11.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,384 | $3,105-55.4% | $3,870-64.2% | $2,756-49.8% |
| Participant deferral / active EE | $3,828 | $3,871-1.1% | $5,060-24.3% | $4,299-10.9% |
| Admin fee / account holder | $729 | $6,717-89.1% | $8,391-91.3% | $6,940-89.5% |