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 | $79,303 | $37,156+113.4% | $83,854-5.4% | $86,983-8.8% |
| Participation rate | 34.6% | 49.1%-14.5pp | 59.1%-24.5pp | 69.5%-35.0pp |
| Annual return | 21.03% | 29.88%-8.9pp | 31.39%-10.4pp | 25.83%-4.8pp |
| Employer contribution / active EE | $1,697 | $661+156.8% | $1,017+66.8% | $2,584-34.3% |
| Participant deferral / active EE | $3,263 | $1,418+130.2% | $2,035+60.4% | $4,194-22.2% |
| Admin fee / account holder | $4,199 | $2,510+67.3% | $3,197+31.4% | $7,856-46.5% |