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 | $105,855 | $97,550+8.5% | $120,344-12.0% | $87,485+21.0% |
| Participation rate | 26.0% | 72.8%-46.8pp | 76.7%-50.7pp | 68.9%-42.9pp |
| Annual return | 18.29% | 18.41%-0.1pp | 20.30%-2.0pp | 26.06%-7.8pp |
| Employer contribution / active EE | $728 | $2,291-68.2% | $3,020-75.9% | $2,596-72.0% |
| Participant deferral / active EE | $2,668 | $4,230-36.9% | $5,135-48.0% | $4,274-37.6% |
| Admin fee / account holder | $3,923 | $9,543-58.9% | $12,742-69.2% | $7,775-49.5% |