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 | $116,684 | $102,609+13.7% | $98,090+19.0% | $138,895-16.0% |
| Participation rate | 69.6% | 82.8%-13.2pp | 81.5%-12.0pp | 79.9%-10.4pp |
| Annual return | 16.26% | 36.44%-20.2pp | 37.05%-20.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $456 | $3,867-88.2% | $3,606-87.4% | $4,194-89.1% |
| Participant deferral / active EE | $2,907 | $8,167-64.4% | $7,845-62.9% | $6,396-54.6% |
| Admin fee / account holder | $7,125 | $11,434-37.7% | $11,815-39.7% | $12,562-43.3% |