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 | $77,896+11.3% | $134,172-35.4% | $82,448+5.2% |
| Participation rate | 35.5% | 62.8%-27.3pp | 72.5%-37.0pp | 68.1%-32.6pp |
| Annual return | 15.69% | 18.21%-2.5pp | 25.30%-9.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,892 | $2,159-12.4% | $3,420-44.7% | $2,551-25.8% |
| Participant deferral / active EE | $2,592 | $3,162-18.0% | $4,690-44.7% | $4,139-37.4% |
| Admin fee / account holder | $14,993 | $6,336+136.6% | $12,016+24.8% | $7,234+107.2% |