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 | $92,381 | $65,364+41.3% | $92,909-0.6% | $72,975+26.6% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.9pp |
| Annual return | 19.38% | 42.11%-22.7pp | 109.44%-90.1pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,561 | $2,594-39.8% | $3,653-57.3% | $2,440-36.0% |
| Participant deferral / active EE | $2,670 | $3,128-14.6% | $4,238-37.0% | $3,608-26.0% |
| Admin fee / account holder | $3,028 | $4,251-28.8% | $5,795-47.7% | $5,124-40.9% |