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 | $106,988 | $85,024+25.8% | $70,544+51.7% | $139,466-23.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 10.93% | 30.39%-19.5pp | 32.79%-21.9pp | 373.66%-362.7pp |
| Employer contribution / active EE | $823 | $3,912-79.0% | $2,976-72.4% | $4,754-82.7% |
| Participant deferral / active EE | $2,276 | $5,891-61.4% | $4,568-50.2% | $6,712-66.1% |
| Admin fee / account holder | $1,194 | $8,928-86.6% | $6,427-81.4% | $11,409-89.5% |