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 | $86,191 | $66,275+30.1% | $163,379-47.2% | $64,097+34.5% |
| Participation rate | 47.2% | 54.1%-6.9pp | 76.8%-29.6pp | 55.2%-8.0pp |
| Annual return | 48.84% | 32.72%+16.1pp | 63.41%-14.6pp | 34.64%+14.2pp |
| Employer contribution / active EE | $1,890 | $1,521+24.3% | $3,752-49.6% | $1,891-0.1% |
| Participant deferral / active EE | $4,443 | $3,126+42.2% | $6,282-29.3% | $3,080+44.3% |
| Admin fee / account holder | $4,315 | $4,569-5.6% | $9,818-56.1% | $3,454+24.9% |