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 | $99,320 | $114,712-13.4% | $173,730-42.8% | $87,485+13.5% |
| Participation rate | 68.3% | 73.0%-4.7pp | 79.6%-11.3pp | 68.9%-0.7pp |
| Annual return | 14.06% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,046 | $2,904+4.9% | $4,577-33.5% | $2,596+17.3% |
| Participant deferral / active EE | $3,952 | $4,642-14.9% | $6,326-37.5% | $4,274-7.5% |
| Admin fee / account holder | $15,524 | $10,210+52.1% | $17,523-11.4% | $7,775+99.7% |