Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $95,940 | $81,276+18.0% | $155,574-38.3% | $80,925+18.6% |
| Participation rate | 67.3% | 66.2%+1.0pp | 78.2%-10.9pp | 67.7%-0.4pp |
| Annual return | 14.37% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $802 | $3,103-74.2% | $4,676-82.8% | $2,756-70.9% |
| Participant deferral / active EE | $4,771 | $3,453+38.2% | $5,629-15.2% | $4,299+11.0% |
| Admin fee / account holder | $1,000 | $7,993-87.5% | $15,914-93.7% | $6,940-85.6% |