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 | $89,787 | $185,312-51.5% | $161,489-44.4% | $154,746-42.0% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 17.85% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,827 | $4,769-61.7% | $4,268-57.2% | $4,379-58.3% |
| Participant deferral / active EE | $8,346 | $6,350+31.4% | $5,630+48.2% | $6,730+24.0% |
| Admin fee / account holder | $2,015 | $18,654-89.2% | $16,006-87.4% | $14,365-86.0% |