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 | $87,569 | $215,361-59.3% | $171,082-48.8% | $273,972-68.0% |
| Participation rate | 64.3% | 82.0%-17.7pp | 76.7%-12.4pp | 83.0%-18.7pp |
| Annual return | 4.32% | 25.14%-20.8pp | 32.56%-28.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,001 | $4,967-59.7% | $4,002-50.0% | $4,869-58.9% |
| Participant deferral / active EE | $4,932 | $5,543-11.0% | $4,797+2.8% | $5,287-6.7% |
| Admin fee / account holder | $324 | $10,846-97.0% | $8,520-96.2% | $10,133-96.8% |