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 | $81,186 | $108,825-25.4% | $156,181-48.0% | $82,448-1.5% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 14.86% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,188 | $2,870-58.6% | $4,294-72.3% | $2,551-53.4% |
| Participant deferral / active EE | $5,986 | $4,577+30.8% | $6,132-2.4% | $4,139+44.6% |
| Admin fee / account holder | $3,723 | $9,341-60.1% | $14,586-74.5% | $7,234-48.5% |