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 | $83,580 | $84,233-0.8% | $170,436-51.0% | $70,131+19.2% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 14.60% | 23.06%-8.5pp | 205.94%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,686 | $3,387-50.2% | $5,433-69.0% | $2,342-28.0% |
| Participant deferral / active EE | $4,684 | $3,086+51.8% | $4,939-5.2% | $3,332+40.6% |
| Admin fee / account holder | $9,904 | $5,698+73.8% | $13,880-28.6% | $4,645+113.2% |