Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $102,415 | $78,015+31.3% | $178,505-42.6% | $80,959+26.5% |
| Participation rate | 55.2% | 65.7%-10.5pp | 77.1%-21.9pp | 67.7%-12.5pp |
| Annual return | 13.88% | 18.10%-4.2pp | 27.16%-13.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,366 | $2,281+3.7% | $3,955-40.2% | $2,757-14.2% |
| Participant deferral / active EE | $2,869 | $4,406-34.9% | $6,280-54.3% | $4,300-33.3% |
| Admin fee / account holder | $25,372 | $7,160+254.3% | $10,428+143.3% | $6,925+266.4% |