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 | $139,381 | $108,825+28.1% | $156,181-10.8% | $82,448+69.1% |
| Participation rate | 67.7% | 72.4%-4.6pp | 78.8%-11.1pp | 68.1%-0.3pp |
| Annual return | 17.12% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,981 | $2,870-31.0% | $4,294-53.9% | $2,551-22.4% |
| Participant deferral / active EE | $3,437 | $4,577-24.9% | $6,132-44.0% | $4,139-17.0% |
| Admin fee / account holder | $1,956 | $9,341-79.1% | $14,586-86.6% | $7,234-73.0% |