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 | $93,432 | $87,106+7.3% | $105,607-11.5% | $80,935+15.4% |
| Participation rate | 55.7% | 70.4%-14.8pp | 75.3%-19.6pp | 67.7%-12.0pp |
| Annual return | 13.16% | 17.01%-3.9pp | 116.11%-102.9pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,216 | $2,396-49.3% | $3,167-61.6% | $2,757-55.9% |
| Participant deferral / active EE | $1,938 | $3,986-51.4% | $5,011-61.3% | $4,299-54.9% |
| Admin fee / account holder | $2,984 | $8,447-64.7% | $10,958-72.8% | $6,924-56.9% |