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 | $115,701 | $93,064+24.3% | $74,577+55.1% | $273,972-57.8% |
| Participation rate | 63.6% | 74.9%-11.3pp | 68.1%-4.5pp | 83.0%-19.4pp |
| Annual return | 13.03% | 26.18%-13.2pp | 20.47%-7.4pp | 41.46%-28.4pp |
| Employer contribution / active EE | $975 | $3,160-69.1% | $2,525-61.4% | $4,869-80.0% |
| Participant deferral / active EE | $4,565 | $4,160+9.7% | $3,458+32.0% | $5,287-13.7% |
| Admin fee / account holder | $1,443 | $5,273-72.6% | $4,138-65.1% | $10,133-85.8% |