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 | $68,852+31.1% | $120,524-25.1% | $80,925+11.6% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.7%-13.1pp |
| Annual return | 12.47% | 23.67%-11.2pp | 107.36%-94.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,332 | $2,063+13.0% | $3,469-32.8% | $2,756-15.4% |
| Participant deferral / active EE | $4,356 | $3,187+36.7% | $4,994-12.8% | $4,299+1.3% |
| Admin fee / account holder | $1,829 | $5,781-68.4% | $9,440-80.6% | $6,940-73.6% |