Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $92,516 | $64,920+42.5% | $103,693-10.8% | $86,983+6.4% |
| Participation rate | 39.8% | 63.6%-23.8pp | 72.6%-32.8pp | 69.5%-29.7pp |
| Annual return | 14.35% | 30.29%-15.9pp | 47.61%-33.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,130 | $2,141-47.2% | $2,920-61.3% | $2,584-56.3% |
| Participant deferral / active EE | $2,368 | $3,241-26.9% | $4,579-48.3% | $4,194-43.5% |
| Admin fee / account holder | $6,881 | $6,191+11.1% | $7,858-12.4% | $7,856-12.4% |