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 | $104,883 | $63,456+65.3% | $100,712+4.1% | $64,097+63.6% |
| Participation rate | 41.0% | 49.7%-8.7pp | 69.3%-28.3pp | 55.2%-14.2pp |
| Annual return | 15.37% | 19.65%-4.3pp | 33.27%-17.9pp | 34.64%-19.3pp |
| Employer contribution / active EE | $906 | $1,003-9.6% | $2,313-60.8% | $1,891-52.1% |
| Participant deferral / active EE | $2,182 | $2,463-11.4% | $4,085-46.6% | $3,080-29.2% |
| Admin fee / account holder | $5,417 | $4,808+12.7% | $9,256-41.5% | $3,454+56.8% |