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 | $88,299 | $82,879+6.5% | $96,576-8.6% | $67,986+29.9% |
| Participation rate | 51.6% | 75.2%-23.6pp | 81.4%-29.9pp | 57.2%-5.6pp |
| Annual return | 17.73% | 36.90%-19.2pp | 38.47%-20.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,766 | $2,727-35.3% | $3,553-50.3% | $2,019-12.5% |
| Participant deferral / active EE | $4,206 | $6,976-39.7% | $7,956-47.1% | $3,358+25.3% |
| Admin fee / account holder | $4,305 | $2,783+54.7% | $11,381-62.2% | $3,203+34.4% |