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 | $90,562 | $81,487+11.1% | $102,412-11.6% | $80,935+11.9% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 16.28% | 25.60%-9.3pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,518 | $3,103-51.1% | $3,870-60.8% | $2,757-44.9% |
| Participant deferral / active EE | $3,857 | $3,871-0.3% | $5,060-23.8% | $4,299-10.3% |
| Admin fee / account holder | $1,250 | $6,717-81.4% | $8,388-85.1% | $6,924-82.0% |