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 | $91,785 | $72,471+26.6% | $94,215-2.6% | $86,983+5.5% |
| Participation rate | 50.5% | 63.9%-13.3pp | 70.0%-19.4pp | 69.5%-19.0pp |
| Annual return | 17.49% | 26.44%-9.0pp | 28.22%-10.7pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,280 | $1,936-33.9% | $2,675-52.2% | $2,584-50.5% |
| Participant deferral / active EE | $2,903 | $3,397-14.6% | $4,276-32.1% | $4,194-30.8% |
| Admin fee / account holder | $1,496 | $6,468-76.9% | $10,216-85.4% | $7,856-81.0% |