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 | $91,408 | $124,980-26.9% | $108,359-15.6% | $154,746-40.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.22% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,216 | $2,851-22.3% | $2,399-7.6% | $4,379-49.4% |
| Participant deferral / active EE | $3,622 | $4,743-23.6% | $4,137-12.4% | $6,730-46.2% |
| Admin fee / account holder | $1,174 | $11,502-89.8% | $9,741-87.9% | $14,365-91.8% |