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 | $95,414 | $101,950-6.4% | $125,529-24.0% | $86,983+9.7% |
| Participation rate | 40.5% | 70.2%-29.7pp | 74.7%-34.2pp | 69.5%-29.1pp |
| Annual return | 15.74% | 18.29%-2.5pp | 202.56%-186.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,104 | $2,358-53.2% | $3,058-63.9% | $2,584-57.3% |
| Participant deferral / active EE | $2,184 | $3,862-43.5% | $4,813-54.6% | $4,194-47.9% |
| Admin fee / account holder | $4,776 | $12,791-62.7% | $16,298-70.7% | $7,856-39.2% |