Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $88,012 | $136,860-35.7% | $120,344-26.9% | $154,746-43.1% |
| Participation rate | 52.9% | 79.9%-26.9pp | 76.7%-23.8pp | 80.7%-27.8pp |
| Annual return | 17.48% | 21.38%-3.9pp | 20.30%-2.8pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,930 | $3,533-45.4% | $3,020-36.1% | $4,379-55.9% |
| Participant deferral / active EE | $5,607 | $5,793-3.2% | $5,135+9.2% | $6,730-16.7% |
| Admin fee / account holder | $1,809 | $15,393-88.2% | $12,742-85.8% | $14,365-87.4% |