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 | $111,685 | $101,795+9.7% | $165,100-32.4% | $80,959+38.0% |
| Participation rate | 30.6% | 71.8%-41.3pp | 78.6%-48.1pp | 67.7%-37.1pp |
| Annual return | 16.15% | 16.73%-0.6pp | 70.21%-54.1pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,129 | $2,954-61.8% | $4,348-74.0% | $2,757-59.0% |
| Participant deferral / active EE | $2,697 | $4,476-39.7% | $6,035-55.3% | $4,300-37.3% |
| Admin fee / account holder | $730 | $8,221-91.1% | $12,696-94.2% | $6,925-89.5% |