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 | $90,843 | $78,013+16.4% | $178,449-49.1% | $80,911+12.3% |
| Participation rate | 67.3% | 65.7%+1.6pp | 77.1%-9.8pp | 67.6%-0.3pp |
| Annual return | 12.89% | 18.07%-5.2pp | 27.09%-14.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,749 | $2,287-23.5% | $3,951-55.7% | $2,756-36.5% |
| Participant deferral / active EE | $4,288 | $4,408-2.7% | $6,277-31.7% | $4,297-0.2% |
| Admin fee / account holder | $4,038 | $7,166-43.6% | $10,362-61.0% | $6,935-41.8% |