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 | $102,027 | $63,949+59.5% | $129,031-20.9% | $94,015+8.5% |
| Participation rate | 31.8% | 63.4%-31.6pp | 73.4%-41.5pp | 70.8%-39.0pp |
| Annual return | 17.07% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $1,329 | $1,865-28.7% | $3,226-58.8% | $2,790-52.4% |
| Participant deferral / active EE | $1,792 | $3,686-51.4% | $5,217-65.6% | $4,249-57.8% |
| Admin fee / account holder | $3,357 | $5,523-39.2% | $13,208-74.6% | $8,951-62.5% |