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 | $53,890 | $57,119-5.7% | $85,187-36.7% | $80,935-33.4% |
| Participation rate | 55.1% | 56.4%-1.3pp | 67.5%-12.4pp | 67.7%-12.6pp |
| Annual return | 10.85% | 21.70%-10.8pp | 66.67%-55.8pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,805 | $1,802+0.2% | $2,732-33.9% | $2,757-34.5% |
| Participant deferral / active EE | $4,744 | $3,115+52.3% | $4,525+4.8% | $4,299+10.3% |
| Admin fee / account holder | $2,314 | $4,990-53.6% | $6,162-62.5% | $6,924-66.6% |