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 | $105,833 | $95,453+10.9% | $112,040-5.5% | $82,448+28.4% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.5%-37.1pp | 68.1%-28.7pp |
| Annual return | 18.38% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,469 | $2,318-36.6% | $2,954-50.3% | $2,551-42.4% |
| Participant deferral / active EE | $4,126 | $4,224-2.3% | $5,098-19.1% | $4,139-0.3% |
| Admin fee / account holder | $11,954 | $9,013+32.6% | $12,098-1.2% | $7,234+65.2% |