Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $88,842 | $108,825-18.4% | $156,181-43.1% | $82,448+7.8% |
| Participation rate | 61.2% | 72.4%-11.2pp | 78.8%-17.7pp | 68.1%-6.9pp |
| Annual return | 16.20% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,206 | $2,870-58.0% | $4,294-71.9% | $2,551-52.7% |
| Participant deferral / active EE | $4,330 | $4,577-5.4% | $6,132-29.4% | $4,139+4.6% |
| Admin fee / account holder | $7,010 | $9,341-25.0% | $14,586-51.9% | $7,234-3.1% |