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 | $102,456 | $106,524-3.8% | $152,301-32.7% | $87,485+17.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 19.89% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,366 | $3,371-59.5% | $4,624-70.5% | $2,596-47.4% |
| Participant deferral / active EE | $6,777 | $6,525+3.9% | $8,004-15.3% | $4,274+58.6% |
| Admin fee / account holder | $1,199 | $8,287-85.5% | $14,398-91.7% | $7,775-84.6% |