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 | $96,821 | $69,977+38.4% | $108,582-10.8% | $62,881+54.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 5.10% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,177 | $2,135+48.8% | $3,758-15.5% | $2,281+39.3% |
| Participant deferral / active EE | $4,887 | $3,165+54.4% | $4,311+13.4% | $3,203+52.6% |
| Admin fee / account holder | $2,770 | $5,076-45.4% | $7,645-63.8% | $4,296-35.5% |