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 | $87,879 | $86,891+1.1% | $142,516-38.3% | $75,173+16.9% |
| Participation rate | 48.7% | 68.5%-19.8pp | 76.8%-28.1pp | 67.2%-18.5pp |
| Annual return | 16.69% | 23.31%-6.6pp | 19.99%-3.3pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,128 | $3,355-36.6% | $4,849-56.1% | $2,671-20.3% |
| Participant deferral / active EE | $3,138 | $4,938-36.4% | $6,280-50.0% | $4,126-23.9% |
| Admin fee / account holder | $505 | $7,299-93.1% | $10,008-95.0% | $5,651-91.1% |