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 | $81,134 | $93,598-13.3% | $135,974-40.3% | $75,173+7.9% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 20.34% | 30.89%-10.5pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4,230 | $3,538+19.6% | $4,859-12.9% | $2,671+58.4% |
| Participant deferral / active EE | $6,539 | $6,405+2.1% | $7,760-15.7% | $4,126+58.5% |
| Admin fee / account holder | $1,322 | $6,978-81.1% | $10,767-87.7% | $5,651-76.6% |