Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,303 | $55,902+58.0% | $76,030+16.1% | $80,959+9.1% |
| Participation rate | 30.5% | 62.1%-31.6pp | 69.1%-38.6pp | 67.7%-37.2pp |
| Annual return | 16.45% | 20.59%-4.1pp | 361.54%-345.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,736 | $1,867-7.0% | $2,688-35.4% | $2,757-37.0% |
| Participant deferral / active EE | $2,733 | $3,051-10.4% | $4,257-35.8% | $4,300-36.4% |
| Admin fee / account holder | $3,243 | $5,239-38.1% | $6,421-49.5% | $6,925-53.2% |