Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,932 | $86,922+21.9% | $102,438+3.4% | $80,874+31.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 13.92% | 18.90%-5.0pp | 29.37%-15.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,665 | $2,369-29.7% | $3,024-44.9% | $2,756-39.6% |
| Participant deferral / active EE | $4,002 | $4,119-2.8% | $5,054-20.8% | $4,297-6.9% |
| Admin fee / account holder | $10,853 | $8,050+34.8% | $9,448+14.9% | $6,935+56.5% |