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 | $93,470 | $108,825-14.1% | $156,181-40.2% | $82,448+13.4% |
| Participation rate | 61.1% | 72.4%-11.3pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | 14.09% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,802 | $2,870-37.2% | $4,294-58.0% | $2,551-29.4% |
| Participant deferral / active EE | $4,450 | $4,577-2.8% | $6,132-27.4% | $4,139+7.5% |
| Admin fee / account holder | $794 | $9,341-91.5% | $14,586-94.6% | $7,234-89.0% |