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 | $108,704 | $75,541+43.9% | $152,093-28.5% | $82,637+31.5% |
| Participation rate | 66.3% | 66.5%-0.3pp | 77.8%-11.5pp | 68.1%-1.8pp |
| Annual return | 19.96% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,364 | $2,622-48.0% | $4,175-67.3% | $2,552-46.5% |
| Participant deferral / active EE | $5,457 | $3,206+70.2% | $5,451+0.1% | $4,126+32.2% |
| Admin fee / account holder | $16,320 | $6,405+154.8% | $14,497+12.6% | $7,339+122.4% |