Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,180 | $73,787+27.6% | $98,716-4.6% | $82,448+14.2% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.3%-18.4pp | 68.1%-17.2pp |
| Annual return | 17.13% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,059 | $1,511+36.3% | $2,279-9.6% | $2,551-19.3% |
| Participant deferral / active EE | $3,105 | $3,081+0.8% | $4,048-23.3% | $4,139-25.0% |
| Admin fee / account holder | $954 | $6,500-85.3% | $8,703-89.0% | $7,234-86.8% |