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 | $100,738 | $145,431-30.7% | $211,142-52.3% | $87,485+15.1% |
| Participation rate | 48.9% | 84.7%-35.8pp | 87.3%-38.4pp | 68.9%-20.0pp |
| Annual return | 15.89% | 27.21%-11.3pp | 46.84%-30.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,835 | $4,662-60.6% | $6,442-71.5% | $2,596-29.3% |
| Participant deferral / active EE | $3,793 | $6,859-44.7% | $9,284-59.1% | $4,274-11.2% |
| Admin fee / account holder | $13,647 | $17,052-20.0% | $19,076-28.5% | $7,775+75.5% |