Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $90,918 | $182,442-50.2% | $163,379-44.4% | $138,895-34.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 16.38% | 72.74%-56.4pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $866 | $4,159-79.2% | $3,752-76.9% | $4,194-79.4% |
| Participant deferral / active EE | $4,574 | $6,817-32.9% | $6,282-27.2% | $6,396-28.5% |
| Admin fee / account holder | $346 | $10,396-96.7% | $9,818-96.5% | $12,562-97.2% |