Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,476 | $95,453-1.0% | $112,040-15.7% | $82,448+14.6% |
| Participation rate | 58.6% | 72.8%-14.1pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 15.69% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,420 | $2,318+4.4% | $2,954-18.1% | $2,551-5.2% |
| Participant deferral / active EE | $5,347 | $4,224+26.6% | $5,098+4.9% | $4,139+29.2% |
| Admin fee / account holder | $4,416 | $9,013-51.0% | $12,098-63.5% | $7,234-39.0% |