Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,788 | $95,453+5.6% | $112,040-10.0% | $82,448+22.2% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.5%-23.6pp | 68.1%-15.1pp |
| Annual return | 13.63% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,959 | $2,318-15.5% | $2,954-33.7% | $2,551-23.2% |
| Participant deferral / active EE | $3,719 | $4,224-12.0% | $5,098-27.0% | $4,139-10.2% |
| Admin fee / account holder | $1,659 | $9,013-81.6% | $12,098-86.3% | $7,234-77.1% |