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 | $98,867 | $81,476+21.3% | $102,383-3.4% | $80,925+22.2% |
| Participation rate | 47.4% | 66.8%-19.5pp | 74.5%-27.1pp | 67.7%-20.3pp |
| Annual return | 13.58% | 25.59%-12.0pp | 24.94%-11.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,609 | $3,105-48.2% | $3,870-58.4% | $2,756-41.6% |
| Participant deferral / active EE | $2,539 | $3,871-34.4% | $5,060-49.8% | $4,299-40.9% |
| Admin fee / account holder | $3,271 | $6,717-51.3% | $8,391-61.0% | $6,940-52.9% |