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 | $114,712-18.5% | $173,730-46.2% | $87,485+6.8% |
| Participation rate | 61.1% | 73.0%-11.9pp | 79.6%-18.5pp | 68.9%-7.8pp |
| Annual return | 14.09% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,802 | $2,904-38.0% | $4,577-60.6% | $2,596-30.6% |
| Participant deferral / active EE | $4,450 | $4,642-4.1% | $6,326-29.7% | $4,274+4.1% |
| Admin fee / account holder | $794 | $10,210-92.2% | $17,523-95.5% | $7,775-89.8% |