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 | $88,008 | $110,303-20.2% | $95,759-8.1% | $139,487-36.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.54% | 27.19%-10.7pp | 28.42%-11.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,632 | $3,261+11.4% | $2,836+28.1% | $4,755-23.6% |
| Participant deferral / active EE | $4,974 | $4,674+6.4% | $4,244+17.2% | $6,713-25.9% |
| Admin fee / account holder | $1,312 | $6,615-80.2% | $5,678-76.9% | $11,407-88.5% |