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 | $116,234 | $65,361+77.8% | $92,903+25.1% | $72,983+59.3% |
| Participation rate | 49.2% | 68.3%-19.1pp | 76.0%-26.8pp | 69.5%-20.3pp |
| Annual return | 26.21% | 42.11%-15.9pp | 109.43%-83.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,207 | $2,594-53.5% | $3,653-67.0% | $2,440-50.5% |
| Participant deferral / active EE | $2,330 | $3,128-25.5% | $4,238-45.0% | $3,608-35.4% |
| Admin fee / account holder | $1,662 | $4,251-60.9% | $5,795-71.3% | $5,124-67.6% |