Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $119,709 | $99,633+20.1% | $183,328-34.7% | $82,448+45.2% |
| Participation rate | 44.7% | 70.8%-26.0pp | 77.3%-32.6pp | 68.1%-23.3pp |
| Annual return | 14.18% | 17.84%-3.7pp | 29.67%-15.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,035 | $3,256-37.5% | $5,055-59.7% | $2,551-20.2% |
| Participant deferral / active EE | $3,692 | $4,938-25.2% | $6,795-45.7% | $4,139-10.8% |
| Admin fee / account holder | $3,613 | $9,934-63.6% | $21,427-83.1% | $7,234-50.1% |