Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,797 | $81,358+11.6% | $155,556-41.6% | $80,959+12.2% |
| Participation rate | 45.2% | 66.3%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 18.76% | 33.39%-14.6pp | 64.84%-46.1pp | 35.67%-16.9pp |
| Employer contribution / active EE | $880 | $3,106-71.7% | $4,675-81.2% | $2,757-68.1% |
| Participant deferral / active EE | $1,465 | $3,455-57.6% | $5,631-74.0% | $4,300-65.9% |
| Admin fee / account holder | $17,003 | $7,994+112.7% | $15,885+7.0% | $6,925+145.5% |