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 | $89,934 | $88,672+1.4% | $105,223-14.5% | $82,448+9.1% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 14.75% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,317 | $3,048-56.8% | $3,689-64.3% | $2,551-48.4% |
| Participant deferral / active EE | $3,752 | $4,036-7.0% | $5,072-26.0% | $4,139-9.4% |
| Admin fee / account holder | $1,574 | $7,146-78.0% | $8,859-82.2% | $7,234-78.2% |