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 | $87,020 | $106,749-18.5% | $145,433-40.2% | $82,448+5.5% |
| Participation rate | 59.5% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,007 | $3,444-41.7% | $4,554-55.9% | $2,551-21.3% |
| Participant deferral / active EE | $5,391 | $6,519-17.3% | $7,897-31.7% | $4,139+30.2% |
| Admin fee / account holder | $874 | $8,390-89.6% | $13,129-93.3% | $7,234-87.9% |