Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,203 | $85,024-3.3% | $70,544+16.5% | $139,466-41.1% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.4%+0.9pp | 80.3%-11.1pp |
| Annual return | 17.74% | 30.39%-12.7pp | 32.79%-15.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,795 | $3,912-28.6% | $2,976-6.1% | $4,754-41.2% |
| Participant deferral / active EE | $4,594 | $5,891-22.0% | $4,568+0.6% | $6,712-31.6% |
| Admin fee / account holder | $5,138 | $8,928-42.5% | $6,427-20.1% | $11,409-55.0% |