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 | $82,117 | $68,880+19.2% | $120,580-31.9% | $80,959+1.4% |
| Participation rate | 28.7% | 61.7%-33.0pp | 72.0%-43.2pp | 67.7%-38.9pp |
| Annual return | 10.93% | 23.68%-12.7pp | 107.48%-96.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $853 | $2,066-58.7% | $3,469-75.4% | $2,757-69.1% |
| Participant deferral / active EE | $1,838 | $3,191-42.4% | $4,995-63.2% | $4,300-57.3% |
| Admin fee / account holder | $3,544 | $5,785-38.7% | $9,418-62.4% | $6,925-48.8% |