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 | $88,828 | $95,404-6.9% | $113,397-21.7% | $82,637+7.5% |
| Participation rate | 67.1% | 72.8%-5.7pp | 76.5%-9.4pp | 68.1%-0.9pp |
| Annual return | 18.34% | 19.08%-0.7pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,746 | $2,307-24.3% | $2,977-41.3% | $2,552-31.6% |
| Participant deferral / active EE | $4,187 | $4,220-0.8% | $5,076-17.5% | $4,126+1.5% |
| Admin fee / account holder | $3,338 | $9,168-63.6% | $11,957-72.1% | $7,339-54.5% |