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 | $89,438 | $63,354+41.2% | $94,105-5.0% | $82,637+8.2% |
| Participation rate | 62.0% | 63.8%-1.8pp | 71.9%-9.9pp | 68.1%-6.1pp |
| Annual return | 15.90% | 34.36%-18.5pp | 204.55%-188.7pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,992 | $1,760+13.2% | $2,504-20.4% | $2,552-21.9% |
| Participant deferral / active EE | $3,919 | $2,873+36.4% | $3,881+1.0% | $4,126-5.0% |
| Admin fee / account holder | $2,880 | $5,073-43.2% | $6,199-53.5% | $7,339-60.8% |