Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $106,066 | $76,407+38.8% | $150,298-29.4% | $82,448+28.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.36% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,781 | $2,614-31.9% | $4,154-57.1% | $2,551-30.2% |
| Participant deferral / active EE | $3,783 | $3,214+17.7% | $5,453-30.6% | $4,139-8.6% |
| Admin fee / account holder | $4,732 | $6,352-25.5% | $14,116-66.5% | $7,234-34.6% |