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 | $101,167 | $124,425-18.7% | $112,040-9.7% | $137,256-26.3% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 17.78% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,422 | $3,411-58.3% | $2,954-51.8% | $4,156-65.8% |
| Participant deferral / active EE | $3,376 | $5,718-41.0% | $5,098-33.8% | $6,407-47.3% |
| Admin fee / account holder | $13,108 | $15,207-13.8% | $12,098+8.4% | $12,270+6.8% |