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 | $88,647 | $99,994-11.3% | $146,647-39.6% | $85,851+3.3% |
| Participation rate | 55.0% | 73.1%-18.1pp | 80.1%-25.1pp | 69.3%-14.3pp |
| Annual return | 17.12% | 18.93%-1.8pp | 22.75%-5.6pp | 318.63%-301.5pp |
| Employer contribution / active EE | $1,311 | $2,559-48.8% | $4,137-68.3% | $2,565-48.9% |
| Participant deferral / active EE | $3,073 | $4,006-23.3% | $5,506-44.2% | $3,952-22.3% |
| Admin fee / account holder | $6,320 | $7,703-18.0% | $10,281-38.5% | $6,261+0.9% |