Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $90,164 | $111,535-19.2% | $105,223-14.3% | $137,256-34.3% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.0%-35.9pp | 80.0%-40.8pp |
| Annual return | 17.78% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,549 | $3,939-9.9% | $3,689-3.8% | $4,156-14.6% |
| Participant deferral / active EE | $4,761 | $5,500-13.4% | $5,072-6.1% | $6,407-25.7% |
| Admin fee / account holder | $5,916 | $9,721-39.1% | $8,859-33.2% | $12,270-51.8% |