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 | $101,031 | $77,962+29.6% | $178,540-43.4% | $80,935+24.8% |
| Participation rate | 49.2% | 65.7%-16.5pp | 77.1%-28.0pp | 67.7%-18.5pp |
| Annual return | 17.04% | 18.10%-1.1pp | 27.15%-10.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,360 | $2,280-40.4% | $3,953-65.6% | $2,757-50.7% |
| Participant deferral / active EE | $5,140 | $4,404+16.7% | $6,281-18.2% | $4,299+19.6% |
| Admin fee / account holder | $9,434 | $7,156+31.8% | $10,424-9.5% | $6,924+36.2% |