Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,772 | $55,684+68.4% | $75,900+23.5% | $72,976+28.5% |
| Participation rate | 58.3% | 61.1%-2.8pp | 69.3%-11.0pp | 69.5%-11.2pp |
| Annual return | 20.79% | 27.60%-6.8pp | 30.73%-9.9pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,188 | $1,687-29.6% | $2,501-52.5% | $2,440-51.3% |
| Participant deferral / active EE | $2,818 | $2,634+7.0% | $3,604-21.8% | $3,608-21.9% |
| Admin fee / account holder | $1,201 | $3,981-69.8% | $5,421-77.8% | $5,124-76.6% |