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 | $120,048 | $109,620+9.5% | $148,496-19.2% | $94,015+27.7% |
| Participation rate | 55.9% | 71.3%-15.4pp | 76.0%-20.2pp | 70.8%-14.9pp |
| Annual return | 14.67% | 17.54%-2.9pp | 12.33%+2.3pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,752 | $2,618-33.1% | $3,497-49.9% | $2,790-37.2% |
| Participant deferral / active EE | $3,224 | $3,831-15.8% | $4,808-32.9% | $4,249-24.1% |
| Admin fee / account holder | $1,644 | $10,050-83.6% | $19,547-91.6% | $8,951-81.6% |