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 | $83,046 | $69,977+18.7% | $108,582-23.5% | $62,881+32.1% |
| Participation rate | 51.6% | 72.9%-21.3pp | 79.6%-28.0pp | 69.3%-17.7pp |
| Annual return | 7.21% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,863 | $2,135-12.7% | $3,758-50.4% | $2,281-18.3% |
| Participant deferral / active EE | $3,896 | $3,165+23.1% | $4,311-9.6% | $3,203+21.6% |
| Admin fee / account holder | $5,422 | $5,076+6.8% | $7,645-29.1% | $4,296+26.2% |