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 | $84,480 | $101,795-17.0% | $165,100-48.8% | $80,959+4.3% |
| Participation rate | 59.3% | 71.8%-12.5pp | 78.6%-19.3pp | 67.7%-8.3pp |
| Annual return | 16.87% | 16.73%+0.1pp | 70.21%-53.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,221 | $2,954-24.8% | $4,348-48.9% | $2,757-19.4% |
| Participant deferral / active EE | $4,367 | $4,476-2.4% | $6,035-27.6% | $4,300+1.6% |
| Admin fee / account holder | $4,665 | $8,221-43.3% | $12,696-63.3% | $6,925-32.6% |