Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,906 | $95,453-20.5% | $112,040-32.3% | $82,448-7.9% |
| Participation rate | 35.1% | 72.8%-37.7pp | 76.5%-41.4pp | 68.1%-33.0pp |
| Annual return | 12.83% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,471 | $2,318-36.5% | $2,954-50.2% | $2,551-42.3% |
| Participant deferral / active EE | $3,505 | $4,224-17.0% | $5,098-31.2% | $4,139-15.3% |
| Admin fee / account holder | $5,507 | $9,013-38.9% | $12,098-54.5% | $7,234-23.9% |