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 | $114,694 | $125,797-8.8% | $170,043-32.6% | $75,173+52.6% |
| Participation rate | 41.1% | 83.6%-42.5pp | 87.0%-45.9pp | 67.2%-26.1pp |
| Annual return | 16.97% | 27.20%-10.2pp | 53.40%-36.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,092 | $4,616-54.7% | $6,790-69.2% | $2,671-21.7% |
| Participant deferral / active EE | $4,730 | $6,838-30.8% | $10,410-54.6% | $4,126+14.6% |
| Admin fee / account holder | $1,797 | $8,177-78.0% | $12,824-86.0% | $5,651-68.2% |