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 | $89,259 | $88,672+0.7% | $105,223-15.2% | $82,448+8.3% |
| Participation rate | 38.1% | 67.9%-29.8pp | 75.0%-36.9pp | 68.1%-30.0pp |
| Annual return | 17.04% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $996 | $3,048-67.3% | $3,689-73.0% | $2,551-60.9% |
| Participant deferral / active EE | $2,467 | $4,036-38.9% | $5,072-51.4% | $4,139-40.4% |
| Admin fee / account holder | $6,442 | $7,146-9.9% | $8,859-27.3% | $7,234-11.0% |