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 | $103,667 | $76,834+34.9% | $108,359-4.3% | $87,485+18.5% |
| Participation rate | 52.0% | 61.7%-9.7pp | 70.1%-18.1pp | 68.9%-16.9pp |
| Annual return | 12.48% | 19.09%-6.6pp | 36.89%-24.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $3,938 | $1,556+153.0% | $2,399+64.1% | $2,596+51.7% |
| Participant deferral / active EE | $3,998 | $3,100+29.0% | $4,137-3.4% | $4,274-6.4% |
| Admin fee / account holder | $9,106 | $6,537+39.3% | $9,741-6.5% | $7,775+17.1% |