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 | $85,099 | $77,908+9.2% | $149,696-43.2% | $75,173+13.2% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 16.09% | 31.73%-15.6pp | 134.46%-118.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,256 | $3,138-60.0% | $4,821-73.9% | $2,671-53.0% |
| Participant deferral / active EE | $3,094 | $3,411-9.3% | $5,682-45.5% | $4,126-25.0% |
| Admin fee / account holder | $6,128 | $5,950+3.0% | $13,212-53.6% | $5,651+8.4% |