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 | $96,045 | $81,504+17.8% | $102,437-6.2% | $80,959+18.6% |
| Participation rate | 42.6% | 66.9%-24.2pp | 74.5%-31.9pp | 67.7%-25.0pp |
| Annual return | 17.66% | 25.60%-7.9pp | 24.95%-7.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,482 | $3,104-52.2% | $3,871-61.7% | $2,757-46.2% |
| Participant deferral / active EE | $3,675 | $3,871-5.1% | $5,060-27.4% | $4,300-14.5% |
| Admin fee / account holder | $3,940 | $6,719-41.4% | $8,388-53.0% | $6,925-43.1% |