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 | $103,536 | $93,598+10.6% | $135,974-23.9% | $75,173+37.7% |
| Participation rate | 32.0% | 75.2%-43.2pp | 81.9%-49.9pp | 67.2%-35.2pp |
| Annual return | 19.41% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,874 | $3,538-47.0% | $4,859-61.4% | $2,671-29.8% |
| Participant deferral / active EE | $5,009 | $6,405-21.8% | $7,760-35.4% | $4,126+21.4% |
| Admin fee / account holder | $574 | $6,978-91.8% | $10,767-94.7% | $5,651-89.8% |