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 | $125,855 | $93,064+35.2% | $74,577+68.8% | $273,972-54.1% |
| Participation rate | 44.4% | 74.9%-30.5pp | 68.1%-23.7pp | 83.0%-38.6pp |
| Annual return | 4.09% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,973 | $4,160-4.5% | $3,458+14.9% | $5,287-24.9% |
| Admin fee / account holder | $3,917 | $5,273-25.7% | $4,138-5.4% | $10,133-61.3% |