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 | $96,810 | $138,312-30.0% | $122,979-21.3% | $155,188-37.6% |
| Participation rate | 68.2% | 80.2%-12.0pp | 77.2%-9.0pp | 80.8%-12.6pp |
| Annual return | 11.54% | 22.06%-10.5pp | 20.12%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,161 | $3,530-67.1% | $3,062-62.1% | $4,248-72.7% |
| Participant deferral / active EE | $2,698 | $5,592-51.8% | $5,003-46.1% | $6,531-58.7% |
| Admin fee / account holder | $18,587 | $15,089+23.2% | $12,864+44.5% | $14,480+28.4% |