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 | $60,442+55.1% | $96,754-3.1% | $87,485+7.1% |
| Participation rate | 32.4% | 58.7%-26.4pp | 70.3%-37.9pp | 68.9%-36.6pp |
| Annual return | 19.32% | 21.97%-2.7pp | 82.04%-62.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,478 | $1,691-12.6% | $2,679-44.8% | $2,596-43.1% |
| Participant deferral / active EE | $4,239 | $3,280+29.2% | $4,758-10.9% | $4,274-0.8% |
| Admin fee / account holder | $5,523 | $5,069+8.9% | $8,905-38.0% | $7,775-29.0% |