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 | $128,488 | $101,950+26.0% | $125,529+2.4% | $86,983+47.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 69.5%-19.5pp |
| Annual return | 13.16% | 18.29%-5.1pp | 202.56%-189.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,563 | $2,358-33.7% | $3,058-48.9% | $2,584-39.5% |
| Participant deferral / active EE | $2,620 | $3,862-32.2% | $4,813-45.6% | $4,194-37.5% |
| Admin fee / account holder | $9,103 | $12,791-28.8% | $16,298-44.1% | $7,856+15.9% |