Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,737 | $106,588-12.1% | $94,215-0.5% | $155,188-39.6% |
| Participation rate | 44.4% | 74.3%-29.8pp | 70.0%-25.5pp | 80.8%-36.4pp |
| Annual return | 13.10% | 29.39%-16.3pp | 28.22%-15.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $846 | $3,080-72.5% | $2,675-68.4% | $4,248-80.1% |
| Participant deferral / active EE | $1,340 | $4,802-72.1% | $4,276-68.7% | $6,531-79.5% |
| Admin fee / account holder | $1,635 | $12,281-86.7% | $10,216-84.0% | $14,480-88.7% |