Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,280 | $68,573+31.7% | $120,368-25.0% | $80,874+11.6% |
| Participation rate | 54.5% | 61.6%-7.0pp | 71.9%-17.4pp | 67.6%-13.1pp |
| Annual return | 12.47% | 23.61%-11.1pp | 107.26%-94.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,332 | $2,052+13.7% | $3,465-32.7% | $2,756-15.4% |
| Participant deferral / active EE | $4,356 | $3,174+37.2% | $4,991-12.7% | $4,297+1.4% |
| Admin fee / account holder | $1,829 | $5,734-68.1% | $9,429-80.6% | $6,935-73.6% |