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 | $86,594 | $126,661-31.6% | $113,397-23.6% | $138,895-37.7% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.5%-13.3pp | 79.9%-16.8pp |
| Annual return | 11.64% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,242 | $3,456-64.1% | $2,977-58.3% | $4,194-70.4% |
| Participant deferral / active EE | $2,137 | $5,693-62.5% | $5,076-57.9% | $6,396-66.6% |
| Admin fee / account holder | $873 | $14,549-94.0% | $11,957-92.7% | $12,562-93.1% |