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 | $97,337 | $86,949+11.9% | $102,460-5.0% | $80,959+20.2% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.7%-2.7pp |
| Annual return | 14.95% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,162 | $2,370-50.9% | $3,025-61.6% | $2,757-57.8% |
| Participant deferral / active EE | $5,960 | $4,121+44.6% | $5,056+17.9% | $4,300+38.6% |
| Admin fee / account holder | $10,950 | $8,048+36.1% | $9,460+15.7% | $6,925+58.1% |