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 | $83,274 | $73,787+12.9% | $98,716-15.6% | $82,448+1.0% |
| Participation rate | 28.2% | 61.4%-33.2pp | 69.3%-41.1pp | 68.1%-39.9pp |
| Annual return | 22.49% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,092 | $1,511-27.7% | $2,279-52.1% | $2,551-57.2% |
| Participant deferral / active EE | $1,668 | $3,081-45.9% | $4,048-58.8% | $4,139-59.7% |
| Admin fee / account holder | $7,041 | $6,500+8.3% | $8,703-19.1% | $7,234-2.7% |