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 | $95,276 | $77,574+22.8% | $108,753-12.4% | $86,983+9.5% |
| Participation rate | 51.7% | 62.3%-10.6pp | 71.1%-19.4pp | 69.5%-17.8pp |
| Annual return | 17.83% | 18.42%-0.6pp | 37.47%-19.6pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,590 | $1,611-1.3% | $2,427-34.5% | $2,584-38.5% |
| Participant deferral / active EE | $2,812 | $3,128-10.1% | $4,115-31.7% | $4,194-32.9% |
| Admin fee / account holder | $1,024 | $6,529-84.3% | $10,320-90.1% | $7,856-87.0% |