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 | $90,506 | $72,177+25.4% | $115,038-21.3% | $59,633+51.8% |
| Participation rate | 68.3% | 72.6%-4.3pp | 81.4%-13.1pp | 68.7%-0.4pp |
| Annual return | -1.19% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,969 | $2,841-30.7% | $4,608-57.3% | $2,203-10.6% |
| Participant deferral / active EE | $3,771 | $4,783-21.1% | $6,026-37.4% | $3,192+18.2% |
| Admin fee / account holder | $2,720 | $4,927-44.8% | $8,175-66.7% | $4,297-36.7% |