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 | $90,782 | $110,278-17.7% | $95,740-5.2% | $139,466-34.9% |
| Participation rate | 57.9% | 75.7%-17.9pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 16.42% | 27.19%-10.8pp | 28.41%-12.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,622 | $3,260-19.6% | $2,836-7.5% | $4,754-44.8% |
| Participant deferral / active EE | $4,433 | $4,674-5.2% | $4,244+4.5% | $6,712-34.0% |
| Admin fee / account holder | $2,880 | $6,613-56.5% | $5,676-49.3% | $11,409-74.8% |