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 | $87,473 | $106,864-18.1% | $147,318-40.6% | $82,637+5.9% |
| Participation rate | 52.1% | 75.5%-23.4pp | 82.1%-30.0pp | 68.1%-16.0pp |
| Annual return | 15.53% | 27.49%-12.0pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,135 | $3,417-37.5% | $4,593-53.5% | $2,552-16.3% |
| Participant deferral / active EE | $3,936 | $6,496-39.4% | $7,906-50.2% | $4,126-4.6% |
| Admin fee / account holder | $5,979 | $8,415-28.9% | $13,708-56.4% | $7,339-18.5% |