Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $113,413 | $101,798+11.4% | $165,071-31.3% | $80,935+40.1% |
| Participation rate | 32.4% | 71.8%-39.4pp | 78.6%-46.2pp | 67.7%-35.2pp |
| Annual return | 13.71% | 16.73%-3.0pp | 70.17%-56.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,122 | $2,954-28.2% | $4,347-51.2% | $2,757-23.0% |
| Participant deferral / active EE | $3,719 | $4,476-16.9% | $6,035-38.4% | $4,299-13.5% |
| Admin fee / account holder | $1,505 | $8,221-81.7% | $12,695-88.1% | $6,924-78.3% |