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 | $91,988 | $81,331+13.1% | $155,534-40.9% | $80,935+13.7% |
| Participation rate | 59.5% | 66.3%-6.7pp | 78.2%-18.7pp | 67.7%-8.1pp |
| Annual return | 15.69% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,338 | $3,105-24.7% | $4,675-50.0% | $2,757-15.2% |
| Participant deferral / active EE | $2,995 | $3,454-13.3% | $5,630-46.8% | $4,299-30.3% |
| Admin fee / account holder | $8,619 | $7,999+7.8% | $15,900-45.8% | $6,924+24.5% |