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 | $135,233 | $81,331+66.3% | $155,534-13.1% | $80,935+67.1% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 11.62% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,999 | $3,105-35.6% | $4,675-57.2% | $2,757-27.5% |
| Participant deferral / active EE | $3,804 | $3,454+10.1% | $5,630-32.4% | $4,299-11.5% |
| Admin fee / account holder | $2,021 | $7,999-74.7% | $15,900-87.3% | $6,924-70.8% |