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 | $91,140 | $106,524-14.4% | $152,301-40.2% | $87,485+4.2% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.4%-23.6pp | 68.9%-10.1pp |
| Annual return | 16.71% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,059 | $3,371-68.6% | $4,624-77.1% | $2,596-59.2% |
| Participant deferral / active EE | $2,805 | $6,525-57.0% | $8,004-65.0% | $4,274-34.4% |
| Admin fee / account holder | $998 | $8,287-88.0% | $14,398-93.1% | $7,775-87.2% |