Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,732 | $63,949+46.6% | $129,031-27.4% | $94,015-0.3% |
| Participation rate | 32.4% | 63.4%-31.1pp | 73.4%-41.0pp | 70.8%-38.5pp |
| Annual return | 19.32% | 17.56%+1.8pp | 34.67%-15.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,478 | $1,865-20.7% | $3,226-54.2% | $2,790-47.0% |
| Participant deferral / active EE | $4,239 | $3,686+15.0% | $5,217-18.7% | $4,249-0.2% |
| Admin fee / account holder | $5,523 | $5,5230% | $13,208-58.2% | $8,951-38.3% |