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 | $93,088 | $93,345-0.3% | $119,126-21.9% | $87,485+6.4% |
| Participation rate | 44.6% | 68.7%-24.1pp | 75.8%-31.2pp | 68.9%-24.3pp |
| Annual return | 22.58% | 19.08%+3.5pp | 282.11%-259.5pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,314 | $3,172-58.6% | $4,034-67.4% | $2,596-49.4% |
| Participant deferral / active EE | $3,415 | $4,099-16.7% | $5,318-35.8% | $4,274-20.1% |
| Admin fee / account holder | $1,286 | $8,039-84.0% | $10,693-88.0% | $7,775-83.5% |