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 | $114,065 | $212,777-46.4% | $173,703-34.3% | $198,609-42.6% |
| Participation rate | 52.6% | 81.1%-28.4pp | 75.9%-23.3pp | 82.4%-29.7pp |
| Annual return | 10.12% | 18.82%-8.7pp | 17.46%-7.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,871 | $5,214-64.1% | $4,288-56.4% | $5,055-63.0% |
| Participant deferral / active EE | $3,220 | $5,697-43.5% | $4,854-33.7% | $6,977-53.8% |
| Admin fee / account holder | $2,646 | $19,536-86.5% | $15,562-83.0% | $19,030-86.1% |