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 | $93,792 | $154,228-39.2% | $145,433-35.5% | $137,256-31.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,354 | $4,804-71.8% | $4,554-70.3% | $4,156-67.4% |
| Participant deferral / active EE | $2,987 | $8,216-63.6% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $1,200 | $14,344-91.6% | $13,129-90.9% | $12,270-90.2% |