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 | $117,992 | $101,795+15.9% | $165,100-28.5% | $80,959+45.7% |
| Participation rate | 49.0% | 71.8%-22.9pp | 78.6%-29.7pp | 67.7%-18.7pp |
| Annual return | 10.97% | 16.73%-5.8pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,324 | $2,954-55.2% | $4,348-69.5% | $2,757-52.0% |
| Participant deferral / active EE | $2,155 | $4,476-51.9% | $6,035-64.3% | $4,300-49.9% |
| Admin fee / account holder | $7,842 | $8,221-4.6% | $12,696-38.2% | $6,925+13.2% |