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 | $122,254 | $153,311-20.3% | $109,313+11.8% | $273,972-55.4% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 9.13% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,989 | $5,619-64.6% | $3,892-48.9% | $4,869-59.1% |
| Participant deferral / active EE | $7,499 | $3,932+90.7% | $3,166+136.8% | $5,287+41.8% |
| Admin fee / account holder | $1,714 | $8,076-78.8% | $5,666-69.7% | $10,133-83.1% |