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 | $91,788 | $99,345-7.6% | $84,753+8.3% | $273,972-66.5% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 12.94% | 22.93%-10.0pp | 22.78%-9.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,774 | $4,214-57.9% | $3,574-50.4% | $4,869-63.6% |
| Participant deferral / active EE | $5,260 | $4,270+23.2% | $3,712+41.7% | $5,287-0.5% |
| Admin fee / account holder | $843 | $6,645-87.3% | $5,333-84.2% | $10,133-91.7% |