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 | $89,532 | $81,504+9.9% | $102,437-12.6% | $80,959+10.6% |
| Participation rate | 22.3% | 66.9%-44.5pp | 74.5%-52.2pp | 67.7%-45.3pp |
| Annual return | 15.73% | 25.60%-9.9pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,016 | $3,104-67.3% | $3,871-73.8% | $2,757-63.2% |
| Participant deferral / active EE | $2,161 | $3,871-44.2% | $5,060-57.3% | $4,300-49.7% |
| Admin fee / account holder | $876 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |