Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,089 | $124,425-22.8% | $112,040-14.2% | $137,256-30.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 19.19% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,532 | $3,411-55.1% | $2,954-48.2% | $4,156-63.1% |
| Participant deferral / active EE | $4,945 | $5,718-13.5% | $5,098-3.0% | $6,407-22.8% |
| Admin fee / account holder | $4,109 | $15,207-73.0% | $12,098-66.0% | $12,270-66.5% |