Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,651 | $86,919-4.9% | $102,457-19.3% | $80,911+2.2% |
| Participation rate | 50.9% | 72.4%-21.4pp | 76.5%-25.6pp | 67.6%-16.7pp |
| Annual return | 14.38% | 18.90%-4.5pp | 29.41%-15.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,949 | $2,368-17.7% | $3,022-35.5% | $2,756-29.3% |
| Participant deferral / active EE | $3,878 | $4,119-5.9% | $5,054-23.3% | $4,297-9.7% |
| Admin fee / account holder | $6,967 | $8,049-13.4% | $9,451-26.3% | $6,935+0.5% |