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 | $87,509 | $97,550-10.3% | $120,344-27.3% | $87,4850% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.7%-19.6pp | 68.9%-11.8pp |
| Annual return | 17.46% | 18.41%-1.0pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,227 | $2,291-46.4% | $3,020-59.4% | $2,596-52.7% |
| Participant deferral / active EE | $3,411 | $4,230-19.4% | $5,135-33.6% | $4,274-20.2% |
| Admin fee / account holder | $3,070 | $9,543-67.8% | $12,742-75.9% | $7,775-60.5% |