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 | $96,635 | $102,245-5.5% | $89,340+8.2% | $137,256-29.6% |
| Participation rate | 58.3% | 74.9%-16.6pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 16.61% | 21.89%-5.3pp | 20.57%-4.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,186 | $2,529-53.1% | $2,231-46.9% | $4,156-71.5% |
| Participant deferral / active EE | $4,953 | $4,436+11.6% | $3,823+29.6% | $6,407-22.7% |
| Admin fee / account holder | $20,850 | $8,085+157.9% | $6,704+211.0% | $12,270+69.9% |