Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,882 | $95,453+8.8% | $112,040-7.3% | $82,448+26.0% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.5%-25.6pp | 68.1%-17.2pp |
| Annual return | 14.56% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,605 | $2,318-30.7% | $2,954-45.7% | $2,551-37.1% |
| Participant deferral / active EE | $3,132 | $4,224-25.8% | $5,098-38.6% | $4,139-24.3% |
| Admin fee / account holder | $12,101 | $9,013+34.3% | $12,0980% | $7,234+67.3% |