Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,713 | $97,648+18.5% | $121,663-4.9% | $87,485+32.3% |
| Participation rate | 30.5% | 70.5%-40.0pp | 74.5%-44.0pp | 68.9%-38.4pp |
| Annual return | 14.34% | 18.03%-3.7pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,363 | $2,300-40.7% | $3,020-54.9% | $2,596-47.5% |
| Participant deferral / active EE | $2,180 | $3,923-44.4% | $4,887-55.4% | $4,274-49.0% |
| Admin fee / account holder | $1,486 | $11,100-86.6% | $14,289-89.6% | $7,775-80.9% |