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 | $85,940 | $88,672-3.1% | $105,223-18.3% | $82,448+4.2% |
| Participation rate | 60.7% | 67.9%-7.2pp | 75.0%-14.3pp | 68.1%-7.4pp |
| Annual return | 15.70% | 30.86%-15.2pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,997 | $3,048-1.7% | $3,689-18.8% | $2,551+17.5% |
| Participant deferral / active EE | $5,354 | $4,036+32.7% | $5,072+5.6% | $4,139+29.3% |
| Admin fee / account holder | $6,598 | $7,146-7.7% | $8,859-25.5% | $7,234-8.8% |