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 | $86,720 | $79,894+8.5% | $135,792-36.1% | $82,637+4.9% |
| Participation rate | 35.5% | 63.0%-27.5pp | 72.6%-37.1pp | 68.1%-32.6pp |
| Annual return | 15.69% | 17.20%-1.5pp | 25.96%-10.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,892 | $2,165-12.6% | $3,496-45.9% | $2,552-25.9% |
| Participant deferral / active EE | $2,592 | $3,194-18.9% | $4,759-45.5% | $4,126-37.2% |
| Admin fee / account holder | $14,993 | $6,434+133.0% | $12,266+22.2% | $7,339+104.3% |