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 | $91,299 | $97,648-6.5% | $121,663-25.0% | $87,485+4.4% |
| Participation rate | 53.1% | 70.5%-17.3pp | 74.5%-21.4pp | 68.9%-15.8pp |
| Annual return | 18.66% | 18.03%+0.6pp | 147.54%-128.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,257 | $2,300-45.4% | $3,020-58.4% | $2,596-51.6% |
| Participant deferral / active EE | $2,863 | $3,923-27.0% | $4,887-41.4% | $4,274-33.0% |
| Admin fee / account holder | $1,283 | $11,100-88.4% | $14,289-91.0% | $7,775-83.5% |