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 | $81,133 | $138,312-41.3% | $122,979-34.0% | $155,188-47.7% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 16.15% | 22.06%-5.9pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,062 | $3,530-41.6% | $3,062-32.7% | $4,248-51.5% |
| Participant deferral / active EE | $2,794 | $5,592-50.0% | $5,003-44.1% | $6,531-57.2% |
| Admin fee / account holder | $8,899 | $15,089-41.0% | $12,864-30.8% | $14,480-38.5% |