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 | $85,986 | $83,045+3.5% | $130,026-33.9% | $71,495+20.3% |
| Participation rate | 32.3% | 74.1%-41.8pp | 78.5%-46.2pp | 67.9%-35.6pp |
| Annual return | 16.03% | 20.61%-4.6pp | -137.26%+153.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,053 | $2,623-59.8% | $4,321-75.6% | $2,589-59.3% |
| Participant deferral / active EE | $2,504 | $4,436-43.5% | $5,821-57.0% | $4,291-41.6% |
| Admin fee / account holder | $2,880 | $1,727+66.8% | $10,608-72.8% | $1,588+81.4% |