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 | $121,087 | $90,400+33.9% | $186,193-35.0% | $87,485+38.4% |
| Participation rate | 41.2% | 66.2%-25.0pp | 77.1%-35.9pp | 68.9%-27.8pp |
| Annual return | 14.79% | 22.15%-7.4pp | 78.03%-63.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,618 | $2,170-25.4% | $3,918-58.7% | $2,596-37.7% |
| Participant deferral / active EE | $3,637 | $4,330-16.0% | $6,513-44.2% | $4,274-14.9% |
| Admin fee / account holder | $6,937 | $8,673-20.0% | $11,058-37.3% | $7,775-10.8% |