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 | $97,966 | $93,598+4.7% | $135,974-28.0% | $75,173+30.3% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 23.10% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $2,696 | $3,538-23.8% | $4,859-44.5% | $2,671+1.0% |
| Participant deferral / active EE | $8,936 | $6,405+39.5% | $7,760+15.2% | $4,126+116.6% |
| Admin fee / account holder | $2,487 | $6,978-64.4% | $10,767-76.9% | $5,651-56.0% |