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 | $95,329 | $126,661-24.7% | $113,397-15.9% | $138,895-31.4% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.5%-17.7pp | 79.9%-21.1pp |
| Annual return | 13.02% | 25.05%-12.0pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,847 | $3,456-17.6% | $2,977-4.4% | $4,194-32.1% |
| Participant deferral / active EE | $5,500 | $5,693-3.4% | $5,076+8.3% | $6,396-14.0% |
| Admin fee / account holder | $2,168 | $14,549-85.1% | $11,957-81.9% | $12,562-82.7% |