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 | $105,611 | $114,712-7.9% | $173,730-39.2% | $87,485+20.7% |
| Participation rate | 56.3% | 73.0%-16.7pp | 79.6%-23.3pp | 68.9%-12.7pp |
| Annual return | 12.27% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,587 | $2,904-45.3% | $4,577-65.3% | $2,596-38.9% |
| Participant deferral / active EE | $3,990 | $4,642-14.0% | $6,326-36.9% | $4,274-6.6% |
| Admin fee / account holder | $3,073 | $10,210-69.9% | $17,523-82.5% | $7,775-60.5% |