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 | $87,592 | $146,267-40.1% | $197,124-55.6% | $82,448+6.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 86.7%-24.2pp | 68.1%-5.6pp |
| Annual return | 14.38% | 29.61%-15.2pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,830 | $4,723-40.1% | $6,227-54.6% | $2,551+10.9% |
| Participant deferral / active EE | $6,122 | $7,035-13.0% | $9,135-33.0% | $4,139+47.9% |
| Admin fee / account holder | $8,439 | $14,422-41.5% | $16,298-48.2% | $7,234+16.7% |